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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 | $9,085 | $39,798-77.2% | $67,704-86.6% | $59,633-84.8% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | 18.64% | 89.94%-71.3pp | 25.41%-6.8pp | 2041.45%-2022.8pp |
| Employer contribution / active EE | $429 | $1,393-69.2% | $2,559-83.3% | $2,203-80.5% |
| Participant deferral / active EE | $670 | $2,335-71.3% | $3,585-81.3% | $3,192-79.0% |
| Admin fee / account holder | $660 | $3,212-79.4% | $4,255-84.5% | $4,297-84.6% |