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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 | $7,582 | $80,812-90.6% | $160,784-95.3% | $82,448-90.8% |
| Participation rate | 85.2% | 66.2%+19.0pp | 77.0%+8.2pp | 68.1%+17.1pp |
| Annual return | 18.51% | 100.59%-82.1pp | 1803.92%-1785.4pp | 41.64%-23.1pp |
| Employer contribution / active EE | $468 | $2,174-78.5% | $3,733-87.5% | $2,551-81.7% |
| Participant deferral / active EE | $773 | $4,335-82.2% | $6,293-87.7% | $4,139-81.3% |
| Admin fee / account holder | $494 | $7,695-93.6% | $9,717-94.9% | $7,234-93.2% |