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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 | $8,472 | $102,393-91.7% | $147,041-94.2% | $80,911-89.5% |
| Participation rate | 70.2% | 75.9%-5.6pp | 82.2%-12.0pp | 67.6%+2.6pp |
| Annual return | 19.53% | 134.95%-115.4pp | 419.21%-399.7pp | 35.63%-16.1pp |
| Employer contribution / active EE | $990 | $3,715-73.3% | $4,935-79.9% | $2,756-64.1% |
| Participant deferral / active EE | $1,937 | $6,647-70.9% | $8,071-76.0% | $4,297-54.9% |
| Admin fee / account holder | $1,269 | $7,943-84.0% | $13,006-90.2% | $6,935-81.7% |