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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 | $8,220 | $167,522-95.1% | $151,639-94.6% | $134,532-93.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.41% | 7.81%-28.2pp | 3.34%-23.8pp | 418.27%-438.7pp |
| Employer contribution / active EE | $2,001 | $6,828-70.7% | $6,165-67.5% | $4,741-57.8% |
| Participant deferral / active EE | $3,066 | $8,986-65.9% | $8,363-63.3% | $6,401-52.1% |
| Admin fee / account holder | $2,308 | $13,780-83.3% | $11,613-80.1% | $11,429-79.8% |