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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 | $1,961 | $43,730-95.5% | $66,674-97.1% | $64,097-96.9% |
| Participation rate | 78.7% | 50.7%+28.0pp | 73.7%+5.0pp | 55.2%+23.5pp |
| Annual return | 13.56% | 53.62%-40.1pp | 321.24%-307.7pp | 34.64%-21.1pp |
| Employer contribution / active EE | $0 | $1,673-100.0% | $2,620-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $417 | $2,122-80.3% | $4,084-89.8% | $3,080-86.5% |
| Admin fee / account holder | $442 | $2,708-83.7% | $5,098-91.3% | $3,454-87.2% |