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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 | $9,783 | $109,359-91.1% | $162,177-94.0% | $72,975-86.6% |
| Participation rate | 79.2% | 84.3%-5.1pp | 87.6%-8.4pp | 69.5%+9.7pp |
| Annual return | 59.75% | 25.46%+34.3pp | 115.60%-55.9pp | 81.01%-21.3pp |
| Employer contribution / active EE | $1,880 | $3,907-51.9% | $5,613-66.5% | $2,440-23.0% |
| Participant deferral / active EE | $2,413 | $5,481-56.0% | $7,297-66.9% | $3,608-33.1% |
| Admin fee / account holder | $346 | $7,972-95.7% | $10,843-96.8% | $5,124-93.2% |