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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 | $11,254 | $62,393-82.0% | $120,580-90.7% | $74,478-84.9% |
| Participation rate | 100.0% | 56.8%+43.2pp | 72.0%+28.0pp | 67.2%+32.8pp |
| Annual return | 33.76% | 18.61%+15.1pp | 107.48%-73.7pp | 1370.56%-1336.8pp |
| Employer contribution / active EE | $2,043 | $1,845+10.8% | $3,469-41.1% | $2,626-22.2% |
| Participant deferral / active EE | $997 | $2,886-65.5% | $4,995-80.0% | $4,350-77.1% |
| Admin fee / account holder | $2,390 | $2,396-0.3% | $9,418-74.6% | $1,946+22.8% |