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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 | $3,086 | $168,626-98.2% | $133,698-97.7% | $145,897-97.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | -6.58% | 1168.99%-1175.6pp | 580.90%-587.5pp | 552.29%-558.9pp |
| Employer contribution / active EE | $1,004 | $5,290-81.0% | $4,218-76.2% | $4,663-78.5% |
| Participant deferral / active EE | $1,572 | $8,688-81.9% | $7,016-77.6% | $6,689-76.5% |
| Admin fee / account holder | $639 | $9,638-93.4% | $6,703-90.5% | $13,390-95.2% |