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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 | $1,551 | $68,097-97.7% | $62,929-97.5% | $137,256-98.9% |
| Participation rate | 90.0% | 77.4%+12.6pp | 73.1%+16.9pp | 80.0%+10.0pp |
| Annual return | 14.05% | 1859.11%-1845.1pp | 1063.93%-1049.9pp | 220.34%-206.3pp |
| Employer contribution / active EE | $494 | $2,811-82.4% | $2,505-80.3% | $4,156-88.1% |
| Participant deferral / active EE | $736 | $4,553-83.8% | $3,888-81.1% | $6,407-88.5% |
| Admin fee / account holder | $444 | $6,521-93.2% | $5,065-91.2% | $12,270-96.4% |