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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 | $749 | $43,730-98.3% | $66,674-98.9% | $64,097-98.8% |
| Participation rate | 73.8% | 50.7%+23.1pp | 73.7%+0.1pp | 55.2%+18.6pp |
| Annual return | 12.70% | 53.62%-40.9pp | 321.24%-308.5pp | 34.64%-21.9pp |
| Employer contribution / active EE | $0 | $1,673-100.0% | $2,620-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $424 | $2,122-80.0% | $4,084-89.6% | $3,080-86.2% |
| Admin fee / account holder | $432 | $2,708-84.0% | $5,098-91.5% | $3,454-87.5% |