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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 | $18,761 | $63,346-70.4% | $92,240-79.7% | $70,126-73.2% |
| Participation rate | 74.3% | 68.7%+5.6pp | 76.5%-2.2pp | 69.5%+4.7pp |
| Annual return | 14.41% | 530.19%-515.8pp | 176.29%-161.9pp | 73.15%-58.7pp |
| Employer contribution / active EE | $3,829 | $2,471+54.9% | $3,680+4.1% | $2,343+63.5% |
| Participant deferral / active EE | $34 | $2,854-98.8% | $3,897-99.1% | $3,332-99.0% |
| Admin fee / account holder | $426 | $3,841-88.9% | $5,194-91.8% | $4,645-90.8% |