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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 | $1,805 | $102,429-98.2% | $147,096-98.8% | $80,925-97.8% |
| Participation rate | 76.7% | 75.9%+0.8pp | 82.2%-5.5pp | 67.7%+9.0pp |
| Annual return | 16.74% | 135.02%-118.3pp | 419.75%-403.0pp | 35.65%-18.9pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $680 | $6,649-89.8% | $8,071-91.6% | $4,299-84.2% |
| Admin fee / account holder | $455 | $7,957-94.3% | $13,005-96.5% | $6,940-93.4% |