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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 | $18,905 | $102,385-81.5% | $147,080-87.1% | $80,935-76.6% |
| Participation rate | 85.9% | 75.9%+10.0pp | 82.2%+3.7pp | 67.7%+18.2pp |
| Annual return | 14.23% | 135.09%-120.9pp | 420.17%-405.9pp | 35.66%-21.4pp |
| Employer contribution / active EE | $1,279 | $3,717-65.6% | $4,933-74.1% | $2,757-53.6% |
| Participant deferral / active EE | $2,145 | $6,651-67.8% | $8,066-73.4% | $4,299-50.1% |
| Admin fee / account holder | $1,462 | $7,951-81.6% | $12,989-88.7% | $6,924-78.9% |