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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 | $8,957 | $102,429-91.3% | $147,096-93.9% | $80,925-88.9% |
| Participation rate | 85.0% | 75.9%+9.1pp | 82.2%+2.8pp | 67.7%+17.3pp |
| Annual return | 14.62% | 135.02%-120.4pp | 419.75%-405.1pp | 35.65%-21.0pp |
| Employer contribution / active EE | $1,055 | $3,716-71.6% | $4,936-78.6% | $2,756-61.7% |
| Participant deferral / active EE | $1,866 | $6,649-71.9% | $8,071-76.9% | $4,299-56.6% |
| Admin fee / account holder | $628 | $7,957-92.1% | $13,005-95.2% | $6,940-90.9% |