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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 | $6,893 | $63,346-89.1% | $92,240-92.5% | $70,126-90.2% |
| Participation rate | 72.0% | 68.7%+3.3pp | 76.5%-4.5pp | 69.5%+2.5pp |
| Annual return | 16.72% | 530.19%-513.5pp | 176.29%-159.6pp | 73.15%-56.4pp |
| Employer contribution / active EE | $961 | $2,471-61.1% | $3,680-73.9% | $2,343-59.0% |
| Participant deferral / active EE | $887 | $2,854-68.9% | $3,897-77.3% | $3,332-73.4% |
| Admin fee / account holder | $1,135 | $3,841-70.4% | $5,194-78.1% | $4,645-75.6% |