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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 | $7,365 | $102,429-92.8% | $147,096-95.0% | $80,925-90.9% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.2%+13.8pp | 67.7%+28.3pp |
| Annual return | 18.36% | 135.02%-116.7pp | 419.75%-401.4pp | 35.65%-17.3pp |
| Employer contribution / active EE | $1,262 | $3,716-66.0% | $4,936-74.4% | $2,756-54.2% |
| Participant deferral / active EE | $2,500 | $6,649-62.4% | $8,071-69.0% | $4,299-41.8% |
| Admin fee / account holder | $702 | $7,957-91.2% | $13,005-94.6% | $6,940-89.9% |