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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 | $14,692 | $102,382-85.7% | $147,005-90.0% | $80,874-81.8% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.2%+7.8pp | 67.6%+22.4pp |
| Annual return | 16.17% | 134.89%-118.7pp | 418.76%-402.6pp | 35.62%-19.4pp |
| Employer contribution / active EE | $3,335 | $3,715-10.2% | $4,934-32.4% | $2,756+21.0% |
| Participant deferral / active EE | $2,510 | $6,646-62.2% | $8,070-68.9% | $4,297-41.6% |
| Admin fee / account holder | $1,063 | $7,942-86.6% | $13,006-91.8% | $6,935-84.7% |