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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 | $6,042 | $102,385-94.1% | $147,080-95.9% | $80,935-92.5% |
| Participation rate | 96.7% | 75.9%+20.8pp | 82.2%+14.5pp | 67.7%+29.0pp |
| Annual return | 13.13% | 135.09%-122.0pp | 420.17%-407.0pp | 35.66%-22.5pp |
| Employer contribution / active EE | $1,293 | $3,717-65.2% | $4,933-73.8% | $2,757-53.1% |
| Participant deferral / active EE | $2,074 | $6,651-68.8% | $8,066-74.3% | $4,299-51.8% |
| Admin fee / account holder | $1,298 | $7,951-83.7% | $12,989-90.0% | $6,924-81.2% |