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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 | $5,248 | $90,691-94.2% | $76,119-93.1% | $145,884-96.4% |
| Participation rate | 73.9% | 74.5%-0.6pp | 69.1%+4.8pp | 80.3%-6.4pp |
| Annual return | 11.30% | 624.52%-613.2pp | 361.25%-349.9pp | 551.85%-540.5pp |
| Employer contribution / active EE | $1,071 | $3,329-67.8% | $2,693-60.2% | $4,662-77.0% |
| Participant deferral / active EE | $943 | $5,167-81.7% | $4,259-77.9% | $6,690-85.9% |
| Admin fee / account holder | $1,113 | $8,383-86.7% | $6,421-82.7% | $13,392-91.7% |