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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 | $5,616 | $85,766-93.5% | $136,298-95.9% | $70,126-92.0% |
| Participation rate | 93.4% | 74.2%+19.3pp | 81.9%+11.5pp | 69.5%+23.9pp |
| Annual return | 22.84% | 31.46%-8.6pp | 5156.27%-5133.4pp | 73.15%-50.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,659 | $5,051-67.2% | $6,247-73.4% | $3,332-50.2% |
| Admin fee / account holder | $377 | $5,421-93.1% | $9,244-95.9% | $4,645-91.9% |