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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 | $19,472 | $93,346-79.1% | $71,796-72.9% | $273,972-92.9% |
| Participation rate | 94.1% | 76.5%+17.6pp | 69.1%+25.0pp | 83.0%+11.1pp |
| Annual return | 13.54% | 130.39%-116.9pp | 78.04%-64.5pp | 41.46%-27.9pp |
| Employer contribution / active EE | $7,114 | $2,733+160.3% | $1,924+269.7% | $4,869+46.1% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $542 | $6,571-91.8% | $4,815-88.7% | $10,133-94.7% |