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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 | $17,897 | $138,075-87.0% | $123,552-85.5% | $135,379-86.8% |
| Participation rate | 70.8% | 84.7%-13.9pp | 82.3%-11.5pp | 82.6%-11.8pp |
| Annual return | -6.89% | 153.70%-160.6pp | 119.20%-126.1pp | 519.79%-526.7pp |
| Employer contribution / active EE | $1,259 | $5,152-75.6% | $4,628-72.8% | $4,779-73.7% |
| Participant deferral / active EE | $1,612 | $6,800-76.3% | $6,426-74.9% | $5,609-71.3% |
| Admin fee / account holder | $523 | $10,917-95.2% | $9,285-94.4% | $10,828-95.2% |