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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 | $7,759 | $101,499-92.4% | $147,005-94.7% | $74,546-89.6% |
| Participation rate | 94.2% | 75.5%+18.7pp | 82.2%+12.1pp | 67.2%+27.0pp |
| Annual return | 13.58% | 8732.34%-8718.8pp | 418.76%-405.2pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $1,146 | $3,811-69.9% | $4,934-76.8% | $2,624-56.3% |
| Participant deferral / active EE | $2,198 | $7,304-69.9% | $8,070-72.8% | $4,347-49.4% |
| Admin fee / account holder | $411 | $1,748-76.5% | $13,006-96.8% | $1,944-78.9% |