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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 | $9,681 | $111,785-91.3% | $93,669-89.7% | $145,877-93.4% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 22.03% | 203.79%-181.8pp | 133.59%-111.6pp | 551.28%-529.3pp |
| Employer contribution / active EE | $2,222 | $3,096-28.2% | $2,424-8.3% | $4,663-52.3% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,025 | $10,256-80.3% | $8,291-75.6% | $13,402-84.9% |