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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 | $5,956 | $102,393-94.2% | $147,041-95.9% | $80,911-92.6% |
| Participation rate | 89.7% | 75.9%+13.8pp | 82.2%+7.5pp | 67.6%+22.0pp |
| Annual return | 14.14% | 134.95%-120.8pp | 419.21%-405.1pp | 35.63%-21.5pp |
| Employer contribution / active EE | $1,377 | $3,715-62.9% | $4,935-72.1% | $2,756-50.0% |
| Participant deferral / active EE | $1,790 | $6,647-73.1% | $8,071-77.8% | $4,297-58.4% |
| Admin fee / account holder | $587 | $7,943-92.6% | $13,006-95.5% | $6,935-91.5% |