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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 | $791 | $90,489-99.1% | $76,051-99.0% | $145,978-99.5% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.1%+21.8pp | 80.3%+10.6pp |
| Annual return | 12.58% | 622.78%-610.2pp | 360.42%-347.8pp | 550.52%-537.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,690-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $730 | $5,164-85.9% | $4,257-82.9% | $6,690-89.1% |
| Admin fee / account holder | $318 | $8,374-96.2% | $6,416-95.0% | $13,400-97.6% |