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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 | $12,975 | $44,850-71.1% | $60,547-78.6% | $59,633-78.2% |
| Participation rate | 70.3% | 59.5%+10.8pp | 68.0%+2.4pp | 68.7%+1.6pp |
| Annual return | 4.71% | 1074.14%-1069.4pp | 335.64%-330.9pp | 2041.45%-2036.7pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $605 | $2,230-72.9% | $3,328-81.8% | $3,192-81.0% |
| Admin fee / account holder | $461 | $3,635-87.3% | $4,536-89.8% | $4,297-89.3% |