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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 | $102,429-80.0% | $147,096-86.1% | $80,925-74.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.73% | 135.02%-121.3pp | 419.75%-406.0pp | 35.65%-21.9pp |
| Employer contribution / active EE | $2,197 | $3,716-40.9% | $4,936-55.5% | $2,756-20.3% |
| Participant deferral / active EE | $1,766 | $6,649-73.4% | $8,071-78.1% | $4,299-58.9% |
| Admin fee / account holder | $394 | $7,957-95.0% | $13,005-97.0% | $6,940-94.3% |