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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 | $5,140 | $115,810-95.6% | $101,271-94.9% | $158,966-96.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 12.50% | 56.15%-43.7pp | 46.48%-34.0pp | 302.95%-290.4pp |
| Employer contribution / active EE | $7,651 | $4,175+83.2% | $3,660+109.0% | $4,762+60.6% |
| Participant deferral / active EE | $1 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $735 | $7,248-89.9% | $5,948-87.6% | $11,250-93.5% |