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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 | $12,338 | $105,284-88.3% | $150,734-91.8% | $94,015-86.9% |
| Participation rate | 90.6% | 71.7%+18.8pp | 78.4%+12.1pp | 70.8%+19.7pp |
| Annual return | 15.49% | 15.67%-0.2pp | 600.81%-585.3pp | 17.84%-2.4pp |
| Employer contribution / active EE | $6,475 | $3,599+79.9% | $4,918+31.7% | $2,790+132.1% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,321 | $9,839-76.4% | $14,905-84.4% | $8,951-74.1% |