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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 | $22,988 | $122,051-81.2% | $184,185-87.5% | $74,400-69.1% |
| Participation rate | 82.1% | 85.5%-3.4pp | 86.8%-4.8pp | 67.2%+14.8pp |
| Annual return | 12.68% | 19.91%-7.2pp | 28.81%-16.1pp | 1367.51%-1354.8pp |
| Employer contribution / active EE | $0 | $4,539-100.0% | $6,426-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,405 | $7,146-52.3% | $9,132-62.7% | $4,348-21.7% |
| Admin fee / account holder | $2,515 | $1,258+99.9% | $13,909-81.9% | $1,944+29.4% |