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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 | $9,019 | $99,652-90.9% | $78,778-88.6% | $147,585-93.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 12.03% | 47.28%-35.3pp | 35.62%-23.6pp | 578.58%-566.6pp |
| Employer contribution / active EE | $3,359 | $2,796+20.1% | $1,986+69.1% | $4,876-31.1% |
| Participant deferral / active EE | $307 | $3,664-91.6% | $2,958-89.6% | $5,439-94.4% |
| Admin fee / account holder | $687 | $7,155-90.4% | $5,134-86.6% | $10,886-93.7% |