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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 | $11,820 | $76,551-84.6% | $123,894-90.5% | $62,881-81.2% |
| Participation rate | 93.3% | 73.0%+20.4pp | 81.4%+11.9pp | 69.3%+24.0pp |
| Annual return | 132.23% | 18.68%+113.6pp | 47.52%+84.7pp | 20.14%+112.1pp |
| Employer contribution / active EE | $1,156 | $2,882-59.9% | $4,617-75.0% | $2,281-49.3% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $826 | $4,826-82.9% | $8,357-90.1% | $4,296-80.8% |