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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 | $13,955 | $101,591-86.3% | $147,096-90.5% | $74,429-81.3% |
| Participation rate | 92.7% | 75.5%+17.1pp | 82.2%+10.5pp | 67.2%+25.4pp |
| Annual return | 22.73% | 8746.45%-8723.7pp | 419.75%-397.0pp | 1368.38%-1345.7pp |
| Employer contribution / active EE | $2,246 | $3,813-41.1% | $4,936-54.5% | $2,625-14.4% |
| Participant deferral / active EE | $3,118 | $7,302-57.3% | $8,071-61.4% | $4,348-28.3% |
| Admin fee / account holder | $626 | $1,750-64.2% | $13,005-95.2% | $1,944-67.8% |