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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 | $23,241 | $180,459-87.1% | $154,108-84.9% | $135,380-82.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.15% | 888.21%-895.4pp | 735.21%-742.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $1,372 | $6,035-77.3% | $5,298-74.1% | $4,779-71.3% |
| Participant deferral / active EE | $1,983 | $5,806-65.9% | $5,081-61.0% | $5,609-64.7% |
| Admin fee / account holder | $2,767 | $16,145-82.9% | $13,411-79.4% | $10,828-74.4% |