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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 | $6,927 | $103,038-93.3% | $90,324-92.3% | $152,909-95.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.50% | 95.25%-75.8pp | 78.15%-58.7pp | 345.46%-326.0pp |
| Employer contribution / active EE | $1,587 | $3,141-49.5% | $2,856-44.4% | $4,764-66.7% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $769 | $6,177-87.5% | $5,356-85.6% | $11,601-93.4% |