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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 | $1,129 | $110,039-99.0% | $97,260-98.8% | $145,884-99.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.31% | 244.44%-234.1pp | 75.54%-65.2pp | 551.85%-541.5pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $505 | $4,674-89.2% | $4,262-88.1% | $6,690-92.4% |
| Admin fee / account holder | $349 | $6,204-94.4% | $5,640-93.8% | $13,392-97.4% |