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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 | $21,135 | $99,079-78.7% | $78,002-72.9% | $273,972-92.3% |
| Participation rate | 85.0% | 78.6%+6.4pp | 75.5%+9.5pp | 83.0%+2.0pp |
| Annual return | 11.55% | 217.93%-206.4pp | 425.99%-414.4pp | 41.46%-29.9pp |
| Employer contribution / active EE | $3,980 | $3,308+20.3% | $2,470+61.1% | $4,869-18.3% |
| Participant deferral / active EE | $945 | $4,306-78.1% | $3,497-73.0% | $5,287-82.1% |
| Admin fee / account holder | $360 | $8,954-96.0% | $5,481-93.4% | $10,133-96.4% |