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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 | $18,866 | $63,346-70.2% | $92,240-79.5% | $70,126-73.1% |
| Participation rate | 89.3% | 68.7%+20.6pp | 76.5%+12.8pp | 69.5%+19.7pp |
| Annual return | 14.73% | 530.19%-515.5pp | 176.29%-161.6pp | 73.15%-58.4pp |
| Employer contribution / active EE | $10,758 | $2,471+335.3% | $3,680+192.4% | $2,343+359.3% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $752 | $3,841-80.4% | $5,194-85.5% | $4,645-83.8% |