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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 | $23,107 | $102,385-77.4% | $147,080-84.3% | $80,935-71.5% |
| Participation rate | 73.5% | 75.9%-2.4pp | 82.2%-8.7pp | 67.7%+5.8pp |
| Annual return | 14.02% | 135.09%-121.1pp | 420.17%-406.1pp | 35.66%-21.6pp |
| Employer contribution / active EE | $1,691 | $3,717-54.5% | $4,933-65.7% | $2,757-38.7% |
| Participant deferral / active EE | $2,483 | $6,651-62.7% | $8,066-69.2% | $4,299-42.3% |
| Admin fee / account holder | $3,912 | $7,951-50.8% | $12,989-69.9% | $6,924-43.5% |