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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 | $7,682 | $131,835-94.2% | $108,582-92.9% | $273,972-97.2% |
| Participation rate | 70.0% | 83.5%-13.5pp | 79.6%-9.6pp | 83.0%-13.0pp |
| Annual return | 99.52% | -91.57%+191.1pp | -51.70%+151.2pp | 41.46%+58.1pp |
| Employer contribution / active EE | $864 | $4,913-82.4% | $3,758-77.0% | $4,869-82.2% |
| Participant deferral / active EE | $977 | $5,127-80.9% | $4,311-77.3% | $5,287-81.5% |
| Admin fee / account holder | $413 | $10,253-96.0% | $7,645-94.6% | $10,133-95.9% |