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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 | $11,924 | $105,200-88.7% | $159,474-92.5% | $85,847-86.1% |
| Participation rate | 88.6% | 75.8%+12.8pp | 82.8%+5.7pp | 69.3%+19.3pp |
| Annual return | 14.38% | 45.08%-30.7pp | 263.68%-249.3pp | 318.61%-304.2pp |
| Employer contribution / active EE | $1,715 | $3,319-48.3% | $4,831-64.5% | $2,565-33.1% |
| Participant deferral / active EE | $2,021 | $5,946-66.0% | $7,353-72.5% | $3,952-48.9% |
| Admin fee / account holder | $430 | $6,934-93.8% | $10,802-96.0% | $6,261-93.1% |