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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 | $6,288 | $84,685-92.6% | $73,836-91.5% | $125,389-95.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.14% | 3123.80%-3123.7pp | 2268.06%-2267.9pp | 282.24%-282.1pp |
| Employer contribution / active EE | $1,400 | $3,123-55.2% | $2,787-49.8% | $4,866-71.2% |
| Participant deferral / active EE | $385 | $3,993-90.4% | $3,583-89.3% | $5,352-92.8% |
| Admin fee / account holder | $4,840 | $5,694-15.0% | $4,882-0.9% | $9,541-49.3% |