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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 | $13,615 | $138,102-90.1% | $125,381-89.1% | $134,532-89.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -2.20% | 750.73%-752.9pp | 572.31%-574.5pp | 418.27%-420.5pp |
| Employer contribution / active EE | $1,153 | $5,245-78.0% | $4,815-76.1% | $4,741-75.7% |
| Participant deferral / active EE | $1,667 | $7,801-78.6% | $7,448-77.6% | $6,401-74.0% |
| Admin fee / account holder | $1,921 | $11,568-83.4% | $10,007-80.8% | $11,429-83.2% |