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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 | $102,429-83.5% | $147,096-88.5% | $80,925-79.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 19.90% | 135.02%-115.1pp | 419.75%-399.9pp | 35.65%-15.8pp |
| Employer contribution / active EE | $2,053 | $3,716-44.7% | $4,936-58.4% | $2,756-25.5% |
| Participant deferral / active EE | $2,564 | $6,649-61.4% | $8,071-68.2% | $4,299-40.3% |
| Admin fee / account holder | $643 | $7,957-91.9% | $13,005-95.1% | $6,940-90.7% |