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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 | $5,393 | $65,367-91.8% | $92,915-94.2% | $72,976-92.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 26.00% | 42.11%-16.1pp | 109.45%-83.4pp | 81.02%-55.0pp |
| Employer contribution / active EE | $6,131 | $2,594+136.4% | $3,653+67.8% | $2,440+151.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $573 | $4,251-86.5% | $5,796-90.1% | $5,124-88.8% |