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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 | $30,560 | $100,060-69.5% | $149,721-79.6% | $70,126-56.4% |
| Participation rate | 78.7% | 83.6%-4.9pp | 87.1%-8.3pp | 69.5%+9.2pp |
| Annual return | 24.42% | 27.46%-3.0pp | 1501.67%-1477.3pp | 73.15%-48.7pp |
| Employer contribution / active EE | $1,676 | $3,661-54.2% | $5,444-69.2% | $2,343-28.5% |
| Participant deferral / active EE | $532 | $4,982-89.3% | $6,568-91.9% | $3,332-84.0% |
| Admin fee / account holder | $16,217 | $8,285+95.7% | $11,282+43.7% | $4,645+249.1% |