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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 | $102,429-94.1% | $147,096-95.9% | $80,925-92.5% |
| Participation rate | 96.7% | 75.9%+20.8pp | 82.2%+14.5pp | 67.7%+29.0pp |
| Annual return | 13.13% | 135.02%-121.9pp | 419.75%-406.6pp | 35.65%-22.5pp |
| Employer contribution / active EE | $1,293 | $3,716-65.2% | $4,936-73.8% | $2,756-53.1% |
| Participant deferral / active EE | $2,074 | $6,649-68.8% | $8,071-74.3% | $4,299-51.7% |
| Admin fee / account holder | $1,298 | $7,957-83.7% | $13,005-90.0% | $6,940-81.3% |