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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 | $12,661 | $85,171-85.1% | $172,753-92.7% | $72,976-82.7% |
| Participation rate | 79.7% | 70.1%+9.6pp | 82.6%-2.9pp | 69.5%+10.2pp |
| Annual return | 17.51% | 27.32%-9.8pp | 803.00%-785.5pp | 81.02%-63.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $785 | $3,260-75.9% | $5,198-84.9% | $3,608-78.2% |
| Admin fee / account holder | $2,349 | $5,880-60.1% | $13,956-83.2% | $5,124-54.2% |