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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 | $1,124 | $172,111-99.3% | $150,298-99.3% | $137,256-99.2% |
| Participation rate | 95.2% | 81.7%+13.5pp | 77.8%+17.5pp | 80.0%+15.3pp |
| Annual return | -0.02% | 69.37%-69.4pp | 62.79%-62.8pp | 220.34%-220.4pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $520 | $6,166-91.6% | $5,453-90.5% | $6,407-91.9% |
| Admin fee / account holder | $432 | $16,471-97.4% | $14,116-96.9% | $12,270-96.5% |