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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 | $7,268 | $105,200-93.1% | $159,474-95.4% | $85,847-91.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 102.88% | 45.08%+57.8pp | 263.68%-160.8pp | 318.61%-215.7pp |
| Employer contribution / active EE | $649 | $3,319-80.5% | $4,831-86.6% | $2,565-74.7% |
| Participant deferral / active EE | $1,216 | $5,946-79.5% | $7,353-83.5% | $3,952-69.2% |
| Admin fee / account holder | $1,757 | $6,934-74.7% | $10,802-83.7% | $6,261-71.9% |