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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 | $3,312 | $102,385-96.8% | $147,080-97.7% | $80,935-95.9% |
| Participation rate | 90.7% | 75.9%+14.8pp | 82.2%+8.5pp | 67.7%+23.0pp |
| Annual return | 8.67% | 135.09%-126.4pp | 420.17%-411.5pp | 35.66%-27.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,356 | $6,651-64.6% | $8,066-70.8% | $4,299-45.2% |
| Admin fee / account holder | $1,440 | $7,951-81.9% | $12,989-88.9% | $6,924-79.2% |