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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 | $16,074 | $102,385-84.3% | $147,080-89.1% | $80,935-80.1% |
| Participation rate | 81.1% | 75.9%+5.2pp | 82.2%-1.1pp | 67.7%+13.4pp |
| Annual return | 12.77% | 135.09%-122.3pp | 420.17%-407.4pp | 35.66%-22.9pp |
| Employer contribution / active EE | $1,014 | $3,717-72.7% | $4,933-79.4% | $2,757-63.2% |
| Participant deferral / active EE | $1,975 | $6,651-70.3% | $8,066-75.5% | $4,299-54.1% |
| Admin fee / account holder | $1,630 | $7,951-79.5% | $12,989-87.4% | $6,924-76.5% |