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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 | $7,111 | $73,955-90.4% | $96,520-92.6% | $75,181-90.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 80.82% | 26.72%+54.1pp | 35.72%+45.1pp | 160.69%-79.9pp |
| Employer contribution / active EE | $1,421 | $2,930-51.5% | $3,739-62.0% | $2,671-46.8% |
| Participant deferral / active EE | $980 | $3,659-73.2% | $4,879-79.9% | $4,126-76.3% |
| Admin fee / account holder | $368 | $5,217-93.0% | $6,733-94.5% | $5,650-93.5% |