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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 | $11,812 | $63,346-81.4% | $92,240-87.2% | $70,126-83.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.94% | 530.19%-515.2pp | 176.29%-161.4pp | 73.15%-58.2pp |
| Employer contribution / active EE | $7,799 | $2,471+215.6% | $3,680+111.9% | $2,343+232.9% |
| Participant deferral / active EE | $206 | $2,854-92.8% | $3,897-94.7% | $3,332-93.8% |
| Admin fee / account holder | $682 | $3,841-82.2% | $5,194-86.9% | $4,645-85.3% |