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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 | $10,909 | $85,766-87.3% | $136,298-92.0% | $70,126-84.4% |
| Participation rate | 78.3% | 74.2%+4.2pp | 81.9%-3.6pp | 69.5%+8.8pp |
| Annual return | 46.90% | 31.46%+15.4pp | 5156.27%-5109.4pp | 73.15%-26.3pp |
| Employer contribution / active EE | $932 | $2,966-68.6% | $4,696-80.2% | $2,343-60.2% |
| Participant deferral / active EE | $1,949 | $5,051-61.4% | $6,247-68.8% | $3,332-41.5% |
| Admin fee / account holder | $6,094 | $5,421+12.4% | $9,244-34.1% | $4,645+31.2% |