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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 | $19,119 | $98,776-80.6% | $149,745-87.2% | $79,856-76.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 120.70% | 27.38%+93.3pp | 276.72%-156.0pp | 31.71%+89.0pp |
| Employer contribution / active EE | $1,324 | $3,217-58.9% | $4,646-71.5% | $2,471-46.4% |
| Participant deferral / active EE | $1,591 | $5,681-72.0% | $6,843-76.7% | $3,741-57.5% |
| Admin fee / account holder | $1,887 | $6,053-68.8% | $9,312-79.7% | $5,306-64.4% |