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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 | $1,237 | $160,040-99.2% | $147,096-99.2% | $145,877-99.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | -4.18% | 98.49%-102.7pp | 419.75%-423.9pp | 551.28%-555.5pp |
| Employer contribution / active EE | $2,051 | $5,289-61.2% | $4,936-58.4% | $4,663-56.0% |
| Participant deferral / active EE | $2,071 | $8,429-75.4% | $8,071-74.3% | $6,691-69.1% |
| Admin fee / account holder | $2,615 | $15,050-82.6% | $13,005-79.9% | $13,402-80.5% |