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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 | $2,719 | $88,815-96.9% | $81,882-96.7% | $145,897-98.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.44% | 1033.75%-1020.3pp | 779.47%-766.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $424 | $3,086-86.3% | $2,916-85.5% | $4,663-90.9% |
| Participant deferral / active EE | $414 | $4,647-91.1% | $4,323-90.4% | $6,689-93.8% |
| Admin fee / account holder | $725 | $8,434-91.4% | $7,360-90.1% | $13,390-94.6% |