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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 | $102,429-90.2% | $147,096-93.2% | $80,925-87.6% |
| Participation rate | 77.8% | 75.9%+1.9pp | 82.2%-4.4pp | 67.7%+10.1pp |
| Annual return | 16.29% | 135.02%-118.7pp | 419.75%-403.5pp | 35.65%-19.4pp |
| Employer contribution / active EE | $1,383 | $3,716-62.8% | $4,936-72.0% | $2,756-49.8% |
| Participant deferral / active EE | $1,844 | $6,649-72.3% | $8,071-77.2% | $4,299-57.1% |
| Admin fee / account holder | $323 | $7,957-95.9% | $13,005-97.5% | $6,940-95.4% |