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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 | $15,191 | $102,429-85.2% | $147,096-89.7% | $80,925-81.2% |
| Participation rate | 87.3% | 75.9%+11.4pp | 82.2%+5.1pp | 67.7%+19.6pp |
| Annual return | 24.90% | 135.02%-110.1pp | 419.75%-394.8pp | 35.65%-10.7pp |
| Employer contribution / active EE | $1,360 | $3,716-63.4% | $4,936-72.4% | $2,756-50.7% |
| Participant deferral / active EE | $2,532 | $6,649-61.9% | $8,071-68.6% | $4,299-41.1% |
| Admin fee / account holder | $590 | $7,957-92.6% | $13,005-95.5% | $6,940-91.5% |