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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 | $102,385-89.8% | $147,080-92.9% | $80,935-87.1% |
| Participation rate | 81.6% | 75.9%+5.8pp | 82.2%-0.5pp | 67.7%+14.0pp |
| Annual return | 13.70% | 135.09%-121.4pp | 420.17%-406.5pp | 35.66%-22.0pp |
| Employer contribution / active EE | $871 | $3,717-76.6% | $4,933-82.3% | $2,757-68.4% |
| Participant deferral / active EE | $2,499 | $6,651-62.4% | $8,066-69.0% | $4,299-41.9% |
| Admin fee / account holder | $1,199 | $7,951-84.9% | $12,989-90.8% | $6,924-82.7% |