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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 | $3,140 | $160,028-98.0% | $147,080-97.9% | $145,884-97.8% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-7.0pp |
| Annual return | -58.37% | 98.60%-157.0pp | 420.17%-478.5pp | 551.85%-610.2pp |
| Employer contribution / active EE | $1,300 | $5,286-75.4% | $4,933-73.7% | $4,662-72.1% |
| Participant deferral / active EE | $1,366 | $8,422-83.8% | $8,066-83.1% | $6,690-79.6% |
| Admin fee / account holder | $872 | $15,030-94.2% | $12,989-93.3% | $13,392-93.5% |