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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 | $3,225 | $72,465-95.5% | $67,575-95.2% | $145,884-97.8% |
| Participation rate | 70.0% | 76.9%-6.9pp | 72.9%-2.9pp | 80.3%-10.3pp |
| Annual return | 17.57% | 7222.56%-7205.0pp | 3528.98%-3511.4pp | 551.85%-534.3pp |
| Employer contribution / active EE | $553 | $3,074-82.0% | $2,736-79.8% | $4,662-88.1% |
| Participant deferral / active EE | $722 | $4,786-84.9% | $4,003-82.0% | $6,690-89.2% |
| Admin fee / account holder | $898 | $5,515-83.7% | $3,993-77.5% | $13,392-93.3% |