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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 | $16,832 | $52,911-68.2% | $73,309-77.0% | $59,633-71.8% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | 48.28% | 12.20%+36.1pp | 5.67%+42.6pp | 2041.45%-1993.2pp |
| Employer contribution / active EE | $980 | $1,909-48.6% | $3,237-69.7% | $2,203-55.5% |
| Participant deferral / active EE | $0 | $4,069-100.0% | $4,991-100.0% | $3,192-100.0% |
| Admin fee / account holder | $777 | $3,835-79.7% | $5,635-86.2% | $4,297-81.9% |