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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 | $12,044 | $105,200-88.6% | $159,474-92.4% | $85,847-86.0% |
| Participation rate | 91.0% | 75.8%+15.2pp | 82.8%+8.2pp | 69.3%+21.7pp |
| Annual return | 14.03% | 45.08%-31.0pp | 263.68%-249.6pp | 318.61%-304.6pp |
| Employer contribution / active EE | $1,379 | $3,319-58.5% | $4,831-71.5% | $2,565-46.3% |
| Participant deferral / active EE | $2,032 | $5,946-65.8% | $7,353-72.4% | $3,952-48.6% |
| Admin fee / account holder | $333 | $6,934-95.2% | $10,802-96.9% | $6,261-94.7% |