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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 | $16,245 | $79,181-79.5% | $102,423-84.1% | $74,429-78.2% |
| Participation rate | 84.2% | 74.8%+9.4pp | 76.5%+7.7pp | 67.2%+17.0pp |
| Annual return | 11.71% | 54.97%-43.3pp | 29.42%-17.7pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $770 | $2,362-67.4% | $3,023-74.5% | $2,625-70.7% |
| Participant deferral / active EE | $1,605 | $4,416-63.7% | $5,054-68.2% | $4,348-63.1% |
| Admin fee / account holder | $2,265 | $2,002+13.1% | $9,455-76.0% | $1,944+16.5% |