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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 | $16,325 | $138,076-88.2% | $123,553-86.8% | $135,380-87.9% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -8.63% | 153.70%-162.3pp | 119.21%-127.8pp | 519.81%-528.4pp |
| Employer contribution / active EE | $986 | $5,152-80.9% | $4,628-78.7% | $4,779-79.4% |
| Participant deferral / active EE | $1,287 | $6,800-81.1% | $6,426-80.0% | $5,609-77.1% |
| Admin fee / account holder | $526 | $10,917-95.2% | $9,284-94.3% | $10,828-95.1% |