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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 | $53,063-91.7% | $124,206-96.5% | $82,637-94.7% |
| Participation rate | 84.6% | 58.4%+26.2pp | 69.6%+15.0pp | 68.1%+16.6pp |
| Annual return | 19.97% | 68.87%-48.9pp | 515.27%-495.3pp | 53.51%-33.5pp |
| Employer contribution / active EE | $450 | $1,530-70.6% | $3,540-87.3% | $2,552-82.4% |
| Participant deferral / active EE | $516 | $2,644-80.5% | $3,968-87.0% | $4,126-87.5% |
| Admin fee / account holder | $624 | $4,281-85.4% | $5,929-89.5% | $7,339-91.5% |