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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 | $7,134 | $180,459-96.0% | $154,108-95.4% | $135,380-94.7% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -8.17% | 888.21%-896.4pp | 735.21%-743.4pp | 519.81%-528.0pp |
| Employer contribution / active EE | $1,552 | $6,035-74.3% | $5,298-70.7% | $4,779-67.5% |
| Participant deferral / active EE | $1,610 | $5,806-72.3% | $5,081-68.3% | $5,609-71.3% |
| Admin fee / account holder | $1,613 | $16,145-90.0% | $13,411-88.0% | $10,828-85.1% |