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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 | $11,444 | $58,391-80.4% | $76,667-85.1% | $72,976-84.3% |
| Participation rate | 75.6% | 67.4%+8.2pp | 72.1%+3.5pp | 69.5%+6.1pp |
| Annual return | 25.25% | 2306.65%-2281.4pp | 1166.74%-1141.5pp | 81.02%-55.8pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $329 | $2,690-87.8% | $3,336-90.2% | $3,608-90.9% |
| Admin fee / account holder | $2,688 | $4,014-33.0% | $6,423-58.2% | $5,124-47.5% |