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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 | $9,686 | $97,761-90.1% | $83,850-88.4% | $135,382-92.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.19% | 1287.44%-1293.6pp | 850.92%-857.1pp | 519.77%-526.0pp |
| Employer contribution / active EE | $1,889 | $4,222-55.3% | $3,631-48.0% | $4,779-60.5% |
| Participant deferral / active EE | $946 | $4,682-79.8% | $4,082-76.8% | $5,609-83.1% |
| Admin fee / account holder | $1,600 | $6,674-76.0% | $5,478-70.8% | $10,829-85.2% |