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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,395 | $56,063-97.5% | $76,051-98.2% | $80,911-98.3% |
| Participation rate | 78.6% | 62.0%+16.5pp | 69.1%+9.5pp | 67.6%+10.9pp |
| Annual return | -2.48% | 20.54%-23.0pp | 360.42%-362.9pp | 35.63%-38.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $657 | $3,052-78.5% | $4,257-84.6% | $4,297-84.7% |
| Admin fee / account holder | $340 | $5,240-93.5% | $6,416-94.7% | $6,935-95.1% |