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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 | $872 | $80,812-98.9% | $160,784-99.5% | $82,448-98.9% |
| Participation rate | 80.0% | 66.2%+13.8pp | 77.0%+3.0pp | 68.1%+11.9pp |
| Annual return | -3.20% | 100.59%-103.8pp | 1803.92%-1807.1pp | 41.64%-44.8pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,169 | $4,335-73.0% | $6,293-81.4% | $4,139-71.8% |
| Admin fee / account holder | $698 | $7,695-90.9% | $9,717-92.8% | $7,234-90.4% |