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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 | $102,393-77.4% | $147,041-84.3% | $80,911-71.4% |
| Participation rate | 73.5% | 75.9%-2.4pp | 82.2%-8.7pp | 67.6%+5.8pp |
| Annual return | 14.02% | 134.95%-120.9pp | 419.21%-405.2pp | 35.63%-21.6pp |
| Employer contribution / active EE | $1,691 | $3,715-54.5% | $4,935-65.7% | $2,756-38.6% |
| Participant deferral / active EE | $2,483 | $6,647-62.7% | $8,071-69.2% | $4,297-42.2% |
| Admin fee / account holder | $3,912 | $7,943-50.8% | $13,006-69.9% | $6,935-43.6% |