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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 | $12,840 | $53,837-76.2% | $75,714-83.0% | $85,847-85.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 18.88% | 24.54%-5.7pp | 104.62%-85.7pp | 318.61%-299.7pp |
| Employer contribution / active EE | $1,272 | $2,017-37.0% | $2,744-53.7% | $2,565-50.4% |
| Participant deferral / active EE | $323 | $2,895-88.8% | $3,820-91.5% | $3,952-91.8% |
| Admin fee / account holder | $446 | $3,339-86.6% | $3,619-87.7% | $6,261-92.9% |