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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 | $10,783 | $138,072-92.2% | $123,549-91.3% | $135,382-92.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.55% | 153.69%-158.2pp | 119.20%-123.8pp | 519.77%-524.3pp |
| Employer contribution / active EE | $3,381 | $5,152-34.4% | $4,628-26.9% | $4,779-29.2% |
| Participant deferral / active EE | $1,229 | $6,799-81.9% | $6,426-80.9% | $5,609-78.1% |
| Admin fee / account holder | $2,079 | $10,917-81.0% | $9,284-77.6% | $10,829-80.8% |