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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 | $9,139 | $102,385-91.1% | $147,080-93.8% | $80,935-88.7% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | 14.75% | 135.09%-120.3pp | 420.17%-405.4pp | 35.66%-20.9pp |
| Employer contribution / active EE | $1,196 | $3,717-67.8% | $4,933-75.8% | $2,757-56.6% |
| Participant deferral / active EE | $1,541 | $6,651-76.8% | $8,066-80.9% | $4,299-64.2% |
| Admin fee / account holder | $735 | $7,951-90.8% | $12,989-94.3% | $6,924-89.4% |