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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 | $4,972 | $55,902-91.1% | $76,030-93.5% | $80,959-93.9% |
| Participation rate | 75.6% | 62.1%+13.5pp | 69.1%+6.5pp | 67.7%+7.9pp |
| Annual return | 91.31% | 20.59%+70.7pp | 361.54%-270.2pp | 35.67%+55.6pp |
| Employer contribution / active EE | $487 | $1,867-73.9% | $2,688-81.9% | $2,757-82.4% |
| Participant deferral / active EE | $919 | $3,051-69.9% | $4,257-78.4% | $4,300-78.6% |
| Admin fee / account holder | $734 | $5,239-86.0% | $6,421-88.6% | $6,925-89.4% |