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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 | $6,292 | $77,157-91.8% | $108,405-94.2% | $85,847-92.7% |
| Participation rate | 83.3% | 74.7%+8.7pp | 80.1%+3.2pp | 69.3%+14.0pp |
| Annual return | 11.66% | 44.55%-32.9pp | 905.55%-893.9pp | 318.61%-306.9pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,622 | $5,567-70.9% | $6,563-75.3% | $3,952-59.0% |
| Admin fee / account holder | $478 | $5,174-90.8% | $7,297-93.4% | $6,261-92.4% |