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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 | $8,901 | $102,385-91.3% | $147,080-93.9% | $80,935-89.0% |
| Participation rate | 78.1% | 75.9%+2.3pp | 82.2%-4.1pp | 67.7%+10.5pp |
| Annual return | 16.94% | 135.09%-118.2pp | 420.17%-403.2pp | 35.66%-18.7pp |
| Employer contribution / active EE | $1,187 | $3,717-68.1% | $4,933-75.9% | $2,757-56.9% |
| Participant deferral / active EE | $2,540 | $6,651-61.8% | $8,066-68.5% | $4,299-40.9% |
| Admin fee / account holder | $443 | $7,951-94.4% | $12,989-96.6% | $6,924-93.6% |