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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 | $3,059 | $65,555-95.3% | $86,216-96.5% | $75,173-95.9% |
| Participation rate | 83.3% | 60.5%+22.8pp | 69.0%+14.4pp | 67.2%+16.1pp |
| Annual return | 23.53% | 46.07%-22.5pp | 1169.42%-1145.9pp | 160.72%-137.2pp |
| Employer contribution / active EE | $538 | $1,553-65.4% | $2,382-77.4% | $2,671-79.9% |
| Participant deferral / active EE | $1,144 | $3,023-62.1% | $3,986-71.3% | $4,126-72.3% |
| Admin fee / account holder | $447 | $5,469-91.8% | $6,853-93.5% | $5,651-92.1% |