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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 | $24,115 | $102,422-76.5% | $147,117-83.6% | $80,959-70.2% |
| Participation rate | 74.5% | 75.9%-1.4pp | 82.2%-7.7pp | 67.7%+6.8pp |
| Annual return | 13.39% | 135.16%-121.8pp | 420.54%-407.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,305 | $3,717-64.9% | $4,932-73.5% | $2,757-52.7% |
| Participant deferral / active EE | $2,522 | $6,652-62.1% | $8,065-68.7% | $4,300-41.3% |
| Admin fee / account holder | $606 | $7,953-92.4% | $12,993-95.3% | $6,925-91.3% |