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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 | $8,993 | $93,589-90.4% | $135,942-93.4% | $75,181-88.0% |
| Participation rate | 72.5% | 75.2%-2.7pp | 81.9%-9.4pp | 67.2%+5.3pp |
| Annual return | 151.56% | 30.90%+120.7pp | 68.28%+83.3pp | 160.69%-9.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,911 | $6,405-70.2% | $7,759-75.4% | $4,126-53.7% |
| Admin fee / account holder | $736 | $6,977-89.5% | $10,764-93.2% | $5,650-87.0% |