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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 | $14,006 | $63,861-78.1% | $104,639-86.6% | $79,856-82.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 17.33% | 21.30%-4.0pp | 340.67%-323.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $3,342 | $1,588+110.4% | $2,682+24.6% | $2,471+35.3% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,738-100.0% | $3,741-100.0% |
| Admin fee / account holder | $623 | $4,185-85.1% | $6,465-90.4% | $5,306-88.3% |