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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 | $1,077 | $57,312-98.1% | $86,617-98.8% | $75,181-98.6% |
| Participation rate | 78.6% | 63.2%+15.4pp | 71.7%+6.9pp | 67.2%+11.4pp |
| Annual return | 0.00% | 2672.78%-2672.8pp | 591.91%-591.9pp | 160.69%-160.7pp |
| Employer contribution / active EE | $625 | $2,315-73.0% | $3,023-79.3% | $2,671-76.6% |
| Participant deferral / active EE | $701 | $3,319-78.9% | $4,437-84.2% | $4,126-83.0% |
| Admin fee / account holder | $428 | $4,114-89.6% | $5,613-92.4% | $5,650-92.4% |