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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 | $102,393-80.7% | $147,041-86.6% | $80,911-75.6% |
| Participation rate | 95.7% | 75.9%+19.9pp | 82.2%+13.6pp | 67.6%+28.1pp |
| Annual return | 21.80% | 134.95%-113.2pp | 419.21%-397.4pp | 35.63%-13.8pp |
| Employer contribution / active EE | $2,096 | $3,715-43.6% | $4,935-57.5% | $2,756-24.0% |
| Participant deferral / active EE | $2,546 | $6,647-61.7% | $8,071-68.5% | $4,297-40.8% |
| Admin fee / account holder | $1,020 | $7,943-87.2% | $13,006-92.2% | $6,935-85.3% |