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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 | $1,094 | $105,867-99.0% | $90,760-98.8% | $134,532-99.2% |
| Participation rate | 92.3% | 78.3%+14.1pp | 75.7%+16.6pp | 81.2%+11.1pp |
| Annual return | -24.95% | -10.99%-14.0pp | -12.16%-12.8pp | 418.27%-443.2pp |
| Employer contribution / active EE | $666 | $3,464-80.8% | $2,922-77.2% | $4,741-85.9% |
| Participant deferral / active EE | $869 | $5,217-83.4% | $4,565-81.0% | $6,401-86.4% |
| Admin fee / account holder | $439 | $13,936-96.9% | $8,444-94.8% | $11,429-96.2% |