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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 | $10,452 | $112,121-90.7% | $95,960-89.1% | $158,966-93.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 24.33% | 171.16%-146.8pp | 91.63%-67.3pp | 302.95%-278.6pp |
| Employer contribution / active EE | $3,026 | $3,199-5.4% | $2,541+19.1% | $4,762-36.5% |
| Participant deferral / active EE | $321 | $4,784-93.3% | $4,167-92.3% | $5,983-94.6% |
| Admin fee / account holder | $332 | $10,135-96.7% | $6,797-95.1% | $11,250-97.1% |