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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 | $137,639 | $224,072-38.6% | $220,428-37.6% | $254,173-45.8% |
| Participation rate | 100.0% | 49.1%+50.9pp | 43.5%+56.5pp | 43.0%+57.0pp |
| Annual return | -8.35% | 99.74%-108.1pp | 90.61%-99.0pp | 259.17%-267.5pp |
| Employer contribution / active EE | $48,774 | $35,080+39.0% | $32,730+49.0% | $41,471+17.6% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $342 | $13,610-97.5% | $12,805-97.3% | $21,502-98.4% |