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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 | $102,385-83.5% | $147,080-88.5% | $80,935-79.1% |
| Participation rate | 89.6% | 75.9%+13.7pp | 82.2%+7.4pp | 67.7%+21.9pp |
| Annual return | 13.70% | 135.09%-121.4pp | 420.17%-406.5pp | 35.66%-22.0pp |
| Employer contribution / active EE | $1,183 | $3,717-68.2% | $4,933-76.0% | $2,757-57.1% |
| Participant deferral / active EE | $2,435 | $6,651-63.4% | $8,066-69.8% | $4,299-43.4% |
| Admin fee / account holder | $1,862 | $7,951-76.6% | $12,989-85.7% | $6,924-73.1% |