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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 | $9,316 | $102,422-90.9% | $147,117-93.7% | $80,959-88.5% |
| Participation rate | 84.2% | 75.9%+8.3pp | 82.2%+2.0pp | 67.7%+16.5pp |
| Annual return | 20.60% | 135.16%-114.6pp | 420.54%-399.9pp | 35.67%-15.1pp |
| Employer contribution / active EE | $1,230 | $3,717-66.9% | $4,932-75.1% | $2,757-55.4% |
| Participant deferral / active EE | $2,478 | $6,652-62.8% | $8,065-69.3% | $4,300-42.4% |
| Admin fee / account holder | $502 | $7,953-93.7% | $12,993-96.1% | $6,925-92.7% |