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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 | $14,489 | $105,198-86.2% | $159,455-90.9% | $85,856-83.1% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.8%+2.4pp | 69.3%+15.9pp |
| Annual return | 25.92% | 45.08%-19.2pp | 263.63%-237.7pp | 318.58%-292.7pp |
| Employer contribution / active EE | $1,403 | $3,319-57.7% | $4,830-71.0% | $2,565-45.3% |
| Participant deferral / active EE | $1,032 | $5,946-82.7% | $7,353-86.0% | $3,952-73.9% |
| Admin fee / account holder | $2,555 | $6,934-63.2% | $10,800-76.3% | $6,261-59.2% |