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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 | $14,961 | $99,652-85.0% | $78,778-81.0% | $147,586-89.9% |
| Participation rate | 81.3% | 76.2%+5.0pp | 69.2%+12.1pp | 82.8%-1.6pp |
| Annual return | 12.09% | 47.28%-35.2pp | 35.62%-23.5pp | 578.59%-566.5pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $631 | $3,664-82.8% | $2,958-78.7% | $5,439-88.4% |
| Admin fee / account holder | $1,376 | $7,155-80.8% | $5,134-73.2% | $10,886-87.4% |