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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 | $13,998 | $138,075-89.9% | $123,552-88.7% | $135,379-89.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.79% | 153.70%-157.5pp | 119.20%-123.0pp | 519.79%-523.6pp |
| Employer contribution / active EE | $2,271 | $5,152-55.9% | $4,628-50.9% | $4,779-52.5% |
| Participant deferral / active EE | $2,081 | $6,800-69.4% | $6,426-67.6% | $5,609-62.9% |
| Admin fee / account holder | $5,793 | $10,917-46.9% | $9,285-37.6% | $10,828-46.5% |