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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 | $21,656 | $102,385-78.8% | $147,080-85.3% | $80,935-73.2% |
| Participation rate | 89.7% | 75.9%+13.8pp | 82.2%+7.5pp | 67.7%+22.0pp |
| Annual return | 13.15% | 135.09%-121.9pp | 420.17%-407.0pp | 35.66%-22.5pp |
| Employer contribution / active EE | $1,642 | $3,717-55.8% | $4,933-66.7% | $2,757-40.4% |
| Participant deferral / active EE | $298 | $6,651-95.5% | $8,066-96.3% | $4,299-93.1% |
| Admin fee / account holder | $3,930 | $7,951-50.6% | $12,989-69.7% | $6,924-43.2% |