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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 | $10,444 | $102,393-89.8% | $147,041-92.9% | $80,911-87.1% |
| Participation rate | 81.6% | 75.9%+5.8pp | 82.2%-0.5pp | 67.6%+14.0pp |
| Annual return | 13.70% | 134.95%-121.3pp | 419.21%-405.5pp | 35.63%-21.9pp |
| Employer contribution / active EE | $871 | $3,715-76.5% | $4,935-82.3% | $2,756-68.4% |
| Participant deferral / active EE | $2,499 | $6,647-62.4% | $8,071-69.0% | $4,297-41.9% |
| Admin fee / account holder | $1,199 | $7,943-84.9% | $13,006-90.8% | $6,935-82.7% |