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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 | $8,663 | $101,798-91.5% | $165,071-94.8% | $80,935-89.3% |
| Participation rate | 76.2% | 71.8%+4.4pp | 78.6%-2.4pp | 67.7%+8.5pp |
| Annual return | 124.13% | 16.73%+107.4pp | 70.17%+54.0pp | 35.66%+88.5pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,871 | $4,476-58.2% | $6,035-69.0% | $4,299-56.5% |
| Admin fee / account holder | $314 | $8,221-96.2% | $12,695-97.5% | $6,924-95.5% |