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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 | $2,403 | $76,368-96.9% | $67,681-96.5% | $154,746-98.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 13.75% | 1066.77%-1053.0pp | 590.58%-576.8pp | 172.34%-158.6pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $926 | $4,824-80.8% | $3,976-76.7% | $6,730-86.2% |
| Admin fee / account holder | $391 | $8,559-95.4% | $6,100-93.6% | $14,365-97.3% |