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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 | $7,426 | $105,198-92.9% | $159,455-95.3% | $85,856-91.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 31.96% | 45.08%-13.1pp | 263.63%-231.7pp | 318.58%-286.6pp |
| Employer contribution / active EE | $1,403 | $3,319-57.7% | $4,830-70.9% | $2,565-45.3% |
| Participant deferral / active EE | $2,506 | $5,946-57.8% | $7,353-65.9% | $3,952-36.6% |
| Admin fee / account holder | $1,120 | $6,934-83.8% | $10,800-89.6% | $6,261-82.1% |