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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 | $5,264 | $102,385-94.9% | $147,080-96.4% | $80,935-93.5% |
| Participation rate | 88.2% | 75.9%+12.4pp | 82.2%+6.1pp | 67.7%+20.6pp |
| Annual return | 10.46% | 135.09%-124.6pp | 420.17%-409.7pp | 35.66%-25.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,743 | $6,651-73.8% | $8,066-78.4% | $4,299-59.5% |
| Admin fee / account holder | $704 | $7,951-91.1% | $12,989-94.6% | $6,924-89.8% |