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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.)
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 | $11,300 | $135,645-91.7% | $110,243-89.8% | $135,380-91.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.78% | 513.24%-520.0pp | 314.76%-321.5pp | 519.81%-526.6pp |
| Employer contribution / active EE | $2,405 | $4,907-51.0% | $3,827-37.2% | $4,779-49.7% |
| Participant deferral / active EE | $1,552 | $5,507-71.8% | $4,672-66.8% | $5,609-72.3% |
| Admin fee / account holder | $311 | $11,458-97.3% | $8,548-96.4% | $10,828-97.1% |