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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 | $16,014 | $102,393-84.4% | $147,041-89.1% | $80,911-80.2% |
| Participation rate | 76.0% | 75.9%+0.1pp | 82.2%-6.2pp | 67.6%+8.4pp |
| Annual return | 12.27% | 134.95%-122.7pp | 419.21%-406.9pp | 35.63%-23.4pp |
| Employer contribution / active EE | $1,997 | $3,715-46.3% | $4,935-59.5% | $2,756-27.5% |
| Participant deferral / active EE | $2,560 | $6,647-61.5% | $8,071-68.3% | $4,297-40.4% |
| Admin fee / account holder | $1,102 | $7,943-86.1% | $13,006-91.5% | $6,935-84.1% |