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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 | $11,906 | $102,393-88.4% | $147,041-91.9% | $80,911-85.3% |
| Participation rate | 80.4% | 75.9%+4.6pp | 82.2%-1.7pp | 67.6%+12.8pp |
| Annual return | 30.50% | 134.95%-104.5pp | 419.21%-388.7pp | 35.63%-5.1pp |
| Employer contribution / active EE | $1,073 | $3,715-71.1% | $4,935-78.3% | $2,756-61.1% |
| Participant deferral / active EE | $2,209 | $6,647-66.8% | $8,071-72.6% | $4,297-48.6% |
| Admin fee / account holder | $376 | $7,943-95.3% | $13,006-97.1% | $6,935-94.6% |