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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 | $22,510 | $168,636-86.7% | $147,618-84.8% | $125,388-82.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.67% | 77.65%-78.3pp | 61.98%-62.7pp | 282.24%-282.9pp |
| Employer contribution / active EE | $2,065 | $6,252-67.0% | $5,565-62.9% | $4,866-57.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,953 | $13,580-63.5% | $11,612-57.3% | $9,541-48.1% |