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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 | $7,265 | $138,102-94.7% | $125,381-94.2% | $134,532-94.6% |
| Participation rate | 86.4% | 84.5%+1.9pp | 82.4%+4.0pp | 81.2%+5.1pp |
| Annual return | -19.40% | 750.73%-770.1pp | 572.31%-591.7pp | 418.27%-437.7pp |
| Employer contribution / active EE | $4,012 | $5,245-23.5% | $4,815-16.7% | $4,741-15.4% |
| Participant deferral / active EE | $1,698 | $7,801-78.2% | $7,448-77.2% | $6,401-73.5% |
| Admin fee / account holder | $1,314 | $11,568-88.6% | $10,007-86.9% | $11,429-88.5% |