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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 | $3,442 | $138,102-97.5% | $125,381-97.3% | $134,532-97.4% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -27.18% | 750.73%-777.9pp | 572.31%-599.5pp | 418.27%-445.4pp |
| Employer contribution / active EE | $969 | $5,245-81.5% | $4,815-79.9% | $4,741-79.6% |
| Participant deferral / active EE | $1,570 | $7,801-79.9% | $7,448-78.9% | $6,401-75.5% |
| Admin fee / account holder | $494 | $11,568-95.7% | $10,007-95.1% | $11,429-95.7% |