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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 | $102,422-85.7% | $147,117-90.1% | $80,959-81.9% |
| Participation rate | 90.3% | 75.9%+14.4pp | 82.2%+8.1pp | 67.7%+22.7pp |
| Annual return | 13.78% | 135.16%-121.4pp | 420.54%-406.8pp | 35.67%-21.9pp |
| Employer contribution / active EE | $1,228 | $3,717-67.0% | $4,932-75.1% | $2,757-55.5% |
| Participant deferral / active EE | $2,441 | $6,652-63.3% | $8,065-69.7% | $4,300-43.2% |
| Admin fee / account holder | $947 | $7,953-88.1% | $12,993-92.7% | $6,925-86.3% |