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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 | $7,920 | $78,694-89.9% | $67,652-88.3% | $125,393-93.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 0.00% | 9.46%-9.5pp | 6625.04%-6625.0pp | 282.23%-282.2pp |
| Employer contribution / active EE | $2,640 | $3,044-13.3% | $2,266+16.5% | $4,866-45.7% |
| Participant deferral / active EE | $827 | $4,292-80.7% | $3,560-76.8% | $5,351-84.5% |
| Admin fee / account holder | $1,516 | $7,403-79.5% | $4,821-68.6% | $9,541-84.1% |