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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 | $24,450 | $102,422-76.1% | $147,117-83.4% | $80,959-69.8% |
| Participation rate | 76.7% | 75.9%+0.8pp | 82.2%-5.5pp | 67.7%+9.0pp |
| Annual return | 13.17% | 135.16%-122.0pp | 420.54%-407.4pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,452 | $3,717-60.9% | $4,932-70.6% | $2,757-47.3% |
| Participant deferral / active EE | $2,264 | $6,652-66.0% | $8,065-71.9% | $4,300-47.4% |
| Admin fee / account holder | $1,415 | $7,953-82.2% | $12,993-89.1% | $6,925-79.6% |