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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 | $19,739 | $102,385-80.7% | $147,080-86.6% | $80,935-75.6% |
| Participation rate | 95.7% | 75.9%+19.9pp | 82.2%+13.6pp | 67.7%+28.1pp |
| Annual return | 21.80% | 135.09%-113.3pp | 420.17%-398.4pp | 35.66%-13.9pp |
| Employer contribution / active EE | $2,096 | $3,717-43.6% | $4,933-57.5% | $2,757-24.0% |
| Participant deferral / active EE | $2,546 | $6,651-61.7% | $8,066-68.4% | $4,299-40.8% |
| Admin fee / account holder | $1,020 | $7,951-87.2% | $12,989-92.1% | $6,924-85.3% |