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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 | $10,133 | $102,422-90.1% | $147,117-93.1% | $80,959-87.5% |
| Participation rate | 94.9% | 75.9%+19.0pp | 82.2%+12.7pp | 67.7%+27.2pp |
| Annual return | 11.89% | 135.16%-123.3pp | 420.54%-408.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,345 | $3,717-63.8% | $4,932-72.7% | $2,757-51.2% |
| Participant deferral / active EE | $1,562 | $6,652-76.5% | $8,065-80.6% | $4,300-63.7% |
| Admin fee / account holder | $1,070 | $7,953-86.5% | $12,993-91.8% | $6,925-84.6% |