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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 | $12,033 | $56,200-78.6% | $67,653-82.2% | $59,633-79.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -4.49% | 18506.71%-18511.2pp | 6625.22%-6629.7pp | 2041.40%-2045.9pp |
| Employer contribution / active EE | $1,129 | $1,615-30.1% | $2,266-50.1% | $2,203-48.7% |
| Participant deferral / active EE | $1,142 | $2,843-59.8% | $3,560-67.9% | $3,192-64.2% |
| Admin fee / account holder | $1,325 | $3,959-66.5% | $4,821-72.5% | $4,297-69.2% |