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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 | $10,639 | $56,197-81.1% | $67,652-84.3% | $59,633-82.2% |
| Participation rate | 88.0% | 71.5%+16.5pp | 75.7%+12.3pp | 68.7%+19.3pp |
| Annual return | 0.27% | 18508.10%-18507.8pp | 6625.40%-6625.1pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $1,480 | $1,615-8.3% | $2,266-34.7% | $2,203-32.8% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,116 | $3,958-46.5% | $4,821-56.1% | $4,297-50.8% |