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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 | $17,488 | $82,678-78.8% | $125,391-86.1% | $68,490-74.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -9.80% | -5.97%-3.8pp | 572.41%-582.2pp | -7.85%-1.9pp |
| Employer contribution / active EE | $6,097 | $3,382+80.3% | $4,816+26.6% | $2,597+134.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $576 | $6,277-90.8% | $10,009-94.2% | $5,403-89.3% |