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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 | $12,743 | $85,766-85.1% | $136,298-90.7% | $70,126-81.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.45% | 31.46%-13.0pp | 5156.27%-5137.8pp | 73.15%-54.7pp |
| Employer contribution / active EE | $678 | $2,966-77.1% | $4,696-85.6% | $2,343-71.1% |
| Participant deferral / active EE | $1,665 | $5,051-67.0% | $6,247-73.3% | $3,332-50.0% |
| Admin fee / account holder | $2,616 | $5,421-51.7% | $9,244-71.7% | $4,645-43.7% |