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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 | $12,355 | $157,304-92.1% | $141,197-91.2% | $152,909-91.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.03% | 64.34%-45.3pp | 71.41%-52.4pp | 345.46%-326.4pp |
| Employer contribution / active EE | $3,143 | $5,263-40.3% | $4,736-33.6% | $4,764-34.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,414 | $12,126-80.1% | $10,265-76.5% | $11,601-79.2% |