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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 | $10,051 | $102,422-90.2% | $147,117-93.2% | $80,959-87.6% |
| Participation rate | 77.8% | 75.9%+1.9pp | 82.2%-4.4pp | 67.7%+10.1pp |
| Annual return | 16.29% | 135.16%-118.9pp | 420.54%-404.2pp | 35.67%-19.4pp |
| Employer contribution / active EE | $1,383 | $3,717-62.8% | $4,932-72.0% | $2,757-49.8% |
| Participant deferral / active EE | $1,844 | $6,652-72.3% | $8,065-77.1% | $4,300-57.1% |
| Admin fee / account holder | $323 | $7,953-95.9% | $12,993-97.5% | $6,925-95.3% |