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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 | $16,886 | $102,382-83.5% | $147,005-88.5% | $80,874-79.1% |
| Participation rate | 89.6% | 75.8%+13.8pp | 82.2%+7.4pp | 67.6%+22.0pp |
| Annual return | 13.70% | 134.89%-121.2pp | 418.76%-405.1pp | 35.62%-21.9pp |
| Employer contribution / active EE | $1,183 | $3,715-68.1% | $4,934-76.0% | $2,756-57.1% |
| Participant deferral / active EE | $2,435 | $6,646-63.4% | $8,070-69.8% | $4,297-43.3% |
| Admin fee / account holder | $1,862 | $7,942-76.6% | $13,006-85.7% | $6,935-73.2% |