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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 | $4,310 | $138,114-96.9% | $125,391-96.6% | $134,545-96.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.30% | 750.88%-770.2pp | 572.41%-591.7pp | 418.37%-437.7pp |
| Employer contribution / active EE | $1,337 | $5,246-74.5% | $4,816-72.2% | $4,742-71.8% |
| Participant deferral / active EE | $2,345 | $7,801-69.9% | $7,448-68.5% | $6,401-63.4% |
| Admin fee / account holder | $652 | $11,570-94.4% | $10,009-93.5% | $11,431-94.3% |