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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 | $10,707 | $82,674-87.0% | $125,363-91.5% | $68,495-84.4% |
| Participation rate | 93.0% | 75.0%+18.0pp | 82.4%+10.6pp | 67.9%+25.1pp |
| Annual return | -12.63% | -5.97%-6.7pp | 572.15%-584.8pp | -7.84%-4.8pp |
| Employer contribution / active EE | $8,402 | $3,382+148.5% | $4,815+74.5% | $2,596+223.6% |
| Participant deferral / active EE | $459 | $6,111-92.5% | $7,447-93.8% | $4,028-88.6% |
| Admin fee / account holder | $1,528 | $6,276-75.7% | $10,005-84.7% | $5,403-71.7% |