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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 | $8,561 | $65,555-86.9% | $86,216-90.1% | $75,173-88.6% |
| Participation rate | 79.8% | 60.5%+19.3pp | 69.0%+10.8pp | 67.2%+12.6pp |
| Annual return | 15.64% | 46.07%-30.4pp | 1169.42%-1153.8pp | 160.72%-145.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $953 | $3,023-68.5% | $3,986-76.1% | $4,126-76.9% |
| Admin fee / account holder | $676 | $5,469-87.6% | $6,853-90.1% | $5,651-88.0% |