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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 | $8,422 | $138,078-93.9% | $125,363-93.3% | $134,509-93.7% |
| Participation rate | 95.2% | 84.5%+10.7pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -9.66% | 750.49%-760.1pp | 572.15%-581.8pp | 418.13%-427.8pp |
| Employer contribution / active EE | $1,838 | $5,245-64.9% | $4,815-61.8% | $4,741-61.2% |
| Participant deferral / active EE | $1,313 | $7,800-83.2% | $7,447-82.4% | $6,400-79.5% |
| Admin fee / account holder | $924 | $11,566-92.0% | $10,005-90.8% | $11,427-91.9% |