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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 | $13,446 | $102,429-86.9% | $147,096-90.9% | $80,925-83.4% |
| Participation rate | 71.4% | 75.9%-4.4pp | 82.2%-10.8pp | 67.7%+3.8pp |
| Annual return | 130.44% | 135.02%-4.6pp | 419.75%-289.3pp | 35.65%+94.8pp |
| Employer contribution / active EE | $937 | $3,716-74.8% | $4,936-81.0% | $2,756-66.0% |
| Participant deferral / active EE | $2,076 | $6,649-68.8% | $8,071-74.3% | $4,299-51.7% |
| Admin fee / account holder | $6,340 | $7,957-20.3% | $13,005-51.2% | $6,940-8.6% |