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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 | $7,291 | $95,406-92.4% | $185,849-96.1% | $85,847-91.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 19.36% | 23.59%-4.2pp | 122.10%-102.7pp | 318.61%-299.2pp |
| Employer contribution / active EE | $1,248 | $3,314-62.3% | $5,169-75.9% | $2,565-51.3% |
| Participant deferral / active EE | $611 | $3,424-82.2% | $5,569-89.0% | $3,952-84.5% |
| Admin fee / account holder | $1,284 | $7,214-82.2% | $16,244-92.1% | $6,261-79.5% |