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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 | $18,889 | $102,385-81.6% | $147,080-87.2% | $80,935-76.7% |
| Participation rate | 70.0% | 75.9%-5.9pp | 82.2%-12.2pp | 67.7%+2.3pp |
| Annual return | 13.77% | 135.09%-121.3pp | 420.17%-406.4pp | 35.66%-21.9pp |
| Employer contribution / active EE | $980 | $3,717-73.6% | $4,933-80.1% | $2,757-64.4% |
| Participant deferral / active EE | $2,202 | $6,651-66.9% | $8,066-72.7% | $4,299-48.8% |
| Admin fee / account holder | $714 | $7,951-91.0% | $12,989-94.5% | $6,924-89.7% |