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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 | $12,628 | $89,370-85.9% | $141,197-91.1% | $72,976-82.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 31.47% | 111.88%-80.4pp | 71.41%-39.9pp | 81.02%-49.5pp |
| Employer contribution / active EE | $3,698 | $3,115+18.7% | $4,736-21.9% | $2,440+51.6% |
| Participant deferral / active EE | $1,718 | $5,419-68.3% | $6,710-74.4% | $3,608-52.4% |
| Admin fee / account holder | $538 | $5,957-91.0% | $10,265-94.8% | $5,124-89.5% |