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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 | $10,834 | $138,075-92.2% | $123,552-91.2% | $135,379-92.0% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -5.92% | 153.70%-159.6pp | 119.20%-125.1pp | 519.79%-525.7pp |
| Employer contribution / active EE | $2,817 | $5,152-45.3% | $4,628-39.1% | $4,779-41.1% |
| Participant deferral / active EE | $2,121 | $6,800-68.8% | $6,426-67.0% | $5,609-62.2% |
| Admin fee / account holder | $4,794 | $10,917-56.1% | $9,285-48.4% | $10,828-55.7% |