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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 | $8,606 | $81,208-89.4% | $98,920-91.3% | $79,856-89.2% |
| Participation rate | 80.6% | 72.5%+8.1pp | 76.0%+4.6pp | 69.6%+11.0pp |
| Annual return | 13.65% | 60.99%-47.3pp | 196.47%-182.8pp | 31.71%-18.1pp |
| Employer contribution / active EE | $520 | $1,960-73.5% | $2,689-80.7% | $2,471-79.0% |
| Participant deferral / active EE | $1,070 | $3,265-67.2% | $4,245-74.8% | $3,741-71.4% |
| Admin fee / account holder | $1,143 | $6,013-81.0% | $6,643-82.8% | $5,306-78.5% |