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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 | $1,365 | $124,187-98.9% | $108,410-98.7% | $167,518-99.2% |
| Participation rate | 88.9% | 82.3%+6.6pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 0.00% | 1379.80%-1379.8pp | 905.34%-905.3pp | 478.71%-478.7pp |
| Employer contribution / active EE | $718 | $4,187-82.8% | $3,558-79.8% | $4,838-85.2% |
| Participant deferral / active EE | $1,595 | $6,908-76.9% | $6,562-75.7% | $6,342-74.8% |
| Admin fee / account holder | $1,023 | $9,456-89.2% | $7,296-86.0% | $12,312-91.7% |