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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 | $15,270 | $89,367-82.9% | $141,191-89.2% | $72,975-79.1% |
| Participation rate | 71.4% | 75.1%-3.7pp | 82.5%-11.0pp | 69.5%+1.9pp |
| Annual return | 24.70% | 111.87%-87.2pp | 71.41%-46.7pp | 81.01%-56.3pp |
| Employer contribution / active EE | $821 | $3,115-73.6% | $4,736-82.7% | $2,440-66.3% |
| Participant deferral / active EE | $1,237 | $5,419-77.2% | $6,710-81.6% | $3,608-65.7% |
| Admin fee / account holder | $2,046 | $5,957-65.6% | $10,264-80.1% | $5,124-60.1% |