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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 | $7,681 | $108,882-92.9% | $96,754-92.1% | $154,746-95.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 20.69% | 98.39%-77.7pp | 82.04%-61.3pp | 172.34%-151.6pp |
| Employer contribution / active EE | $1,614 | $3,018-46.5% | $2,679-39.8% | $4,379-63.1% |
| Participant deferral / active EE | $346 | $5,323-93.5% | $4,758-92.7% | $6,730-94.9% |
| Admin fee / account holder | $630 | $10,200-93.8% | $8,905-92.9% | $14,365-95.6% |