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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 | $22,438 | $168,635-86.7% | $147,617-84.8% | $125,389-82.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.60% | 77.65%-78.2pp | 61.98%-62.6pp | 282.24%-282.8pp |
| Employer contribution / active EE | $3,214 | $6,252-48.6% | $5,564-42.2% | $4,866-34.0% |
| Participant deferral / active EE | $906 | $5,507-83.6% | $4,895-81.5% | $5,352-83.1% |
| Admin fee / account holder | $2,291 | $13,580-83.1% | $11,612-80.3% | $9,541-76.0% |