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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 | $111,830-91.3% | $93,696-89.7% | $145,884-93.4% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 22.03% | 204.08%-182.1pp | 133.74%-111.7pp | 551.85%-529.8pp |
| Employer contribution / active EE | $2,222 | $3,093-28.2% | $2,422-8.2% | $4,662-52.3% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,025 | $10,249-80.2% | $8,287-75.6% | $13,392-84.9% |