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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 | $16,889 | $102,429-83.5% | $147,096-88.5% | $80,925-79.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.77% | 135.02%-122.3pp | 419.75%-407.0pp | 35.65%-22.9pp |
| Employer contribution / active EE | $1,063 | $3,716-71.4% | $4,936-78.5% | $2,756-61.4% |
| Participant deferral / active EE | $1,625 | $6,649-75.6% | $8,071-79.9% | $4,299-62.2% |
| Admin fee / account holder | $1,041 | $7,957-86.9% | $13,005-92.0% | $6,940-85.0% |