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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 | $102,429-90.1% | $147,096-93.1% | $80,925-87.5% |
| Participation rate | 94.9% | 75.9%+19.1pp | 82.2%+12.7pp | 67.7%+27.3pp |
| Annual return | 11.89% | 135.02%-123.1pp | 419.75%-407.9pp | 35.65%-23.8pp |
| Employer contribution / active EE | $1,345 | $3,716-63.8% | $4,936-72.8% | $2,756-51.2% |
| Participant deferral / active EE | $1,562 | $6,649-76.5% | $8,071-80.6% | $4,299-63.7% |
| Admin fee / account holder | $1,070 | $7,957-86.6% | $13,005-91.8% | $6,940-84.6% |