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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 | $13,647 | $63,346-78.5% | $92,239-85.2% | $70,124-80.5% |
| Participation rate | 84.1% | 68.7%+15.4pp | 76.5%+7.6pp | 69.5%+14.6pp |
| Annual return | 12.54% | 530.19%-517.7pp | 176.29%-163.8pp | 73.14%-60.6pp |
| Employer contribution / active EE | $5,896 | $2,471+138.6% | $3,680+60.2% | $2,342+151.7% |
| Participant deferral / active EE | $491 | $2,854-82.8% | $3,897-87.4% | $3,332-85.3% |
| Admin fee / account holder | $1,785 | $3,841-53.5% | $5,194-65.6% | $4,645-61.6% |