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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 | $4,382 | $52,353-91.6% | $120,225-96.4% | $82,448-94.7% |
| Participation rate | 84.6% | 58.3%+26.3pp | 69.6%+15.0pp | 68.1%+16.5pp |
| Annual return | 19.97% | 61.85%-41.9pp | 439.23%-419.3pp | 41.64%-21.7pp |
| Employer contribution / active EE | $450 | $1,510-70.2% | $3,475-87.0% | $2,551-82.4% |
| Participant deferral / active EE | $516 | $2,627-80.4% | $3,999-87.1% | $4,139-87.5% |
| Admin fee / account holder | $624 | $4,363-85.7% | $5,696-89.0% | $7,234-91.4% |