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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 | $14,623 | $102,429-85.7% | $147,096-90.1% | $80,925-81.9% |
| Participation rate | 90.3% | 75.9%+14.5pp | 82.2%+8.1pp | 67.7%+22.7pp |
| Annual return | 13.78% | 135.02%-121.2pp | 419.75%-406.0pp | 35.65%-21.9pp |
| Employer contribution / active EE | $1,228 | $3,716-67.0% | $4,936-75.1% | $2,756-55.5% |
| Participant deferral / active EE | $2,441 | $6,649-63.3% | $8,071-69.8% | $4,299-43.2% |
| Admin fee / account holder | $947 | $7,957-88.1% | $13,005-92.7% | $6,940-86.4% |