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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 | $6,569 | $102,429-93.6% | $147,096-95.5% | $80,925-91.9% |
| Participation rate | 70.3% | 75.9%-5.6pp | 82.2%-11.9pp | 67.7%+2.6pp |
| Annual return | 19.12% | 135.02%-115.9pp | 419.75%-400.6pp | 35.65%-16.5pp |
| Employer contribution / active EE | $951 | $3,716-74.4% | $4,936-80.7% | $2,756-65.5% |
| Participant deferral / active EE | $2,289 | $6,649-65.6% | $8,071-71.6% | $4,299-46.8% |
| Admin fee / account holder | $458 | $7,957-94.2% | $13,005-96.5% | $6,940-93.4% |