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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 | $22,644 | $102,422-77.9% | $147,117-84.6% | $80,959-72.0% |
| Participation rate | 77.1% | 75.9%+1.2pp | 82.2%-5.1pp | 67.7%+9.4pp |
| Annual return | 15.46% | 135.16%-119.7pp | 420.54%-405.1pp | 35.67%-20.2pp |
| Employer contribution / active EE | $902 | $3,717-75.7% | $4,932-81.7% | $2,757-67.3% |
| Participant deferral / active EE | $2,291 | $6,652-65.6% | $8,065-71.6% | $4,300-46.7% |
| Admin fee / account holder | $791 | $7,953-90.1% | $12,993-93.9% | $6,925-88.6% |