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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 | $5,174 | $59,111-91.2% | $86,451-94.0% | $68,490-92.4% |
| Participation rate | 73.8% | 75.2%-1.4pp | 80.3%-6.5pp | 67.9%+5.9pp |
| Annual return | 31.78% | -0.22%+32.0pp | 4398.51%-4366.7pp | -7.85%+39.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,546 | $5,900-56.8% | $6,953-63.4% | $4,028-36.8% |
| Admin fee / account holder | $841 | $5,640-85.1% | $6,734-87.5% | $5,403-84.4% |