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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 | $4,233 | $105,200-96.0% | $159,474-97.3% | $85,847-95.1% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.8%+0.5pp | 69.3%+14.0pp |
| Annual return | 109.17% | 45.08%+64.1pp | 263.68%-154.5pp | 318.61%-209.4pp |
| Employer contribution / active EE | $1,443 | $3,319-56.5% | $4,831-70.1% | $2,565-43.7% |
| Participant deferral / active EE | $2,412 | $5,946-59.4% | $7,353-67.2% | $3,952-39.0% |
| Admin fee / account holder | $679 | $6,934-90.2% | $10,802-93.7% | $6,261-89.2% |