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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 | $20,459 | $102,422-80.0% | $147,117-86.1% | $80,959-74.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.73% | 135.16%-121.4pp | 420.54%-406.8pp | 35.67%-21.9pp |
| Employer contribution / active EE | $2,197 | $3,717-40.9% | $4,932-55.5% | $2,757-20.3% |
| Participant deferral / active EE | $1,766 | $6,652-73.4% | $8,065-78.1% | $4,300-58.9% |
| Admin fee / account holder | $394 | $7,953-95.0% | $12,993-97.0% | $6,925-94.3% |