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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 | $12,226 | $75,832-83.9% | $147,617-91.7% | $59,633-79.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.21% | 0.37%-0.2pp | 61.98%-61.8pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $664 | $3,485-80.9% | $5,564-88.1% | $2,203-69.8% |
| Participant deferral / active EE | $730 | $3,131-76.7% | $4,895-85.1% | $3,192-77.1% |
| Admin fee / account holder | $372 | $5,986-93.8% | $11,612-96.8% | $4,297-91.3% |