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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 | $16,863 | $102,422-83.5% | $147,117-88.5% | $80,959-79.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 19.90% | 135.16%-115.3pp | 420.54%-400.6pp | 35.67%-15.8pp |
| Employer contribution / active EE | $2,053 | $3,717-44.8% | $4,932-58.4% | $2,757-25.5% |
| Participant deferral / active EE | $2,564 | $6,652-61.5% | $8,065-68.2% | $4,300-40.4% |
| Admin fee / account holder | $643 | $7,953-91.9% | $12,993-95.1% | $6,925-90.7% |