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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 | $19,698 | $102,385-80.8% | $147,080-86.6% | $80,935-75.7% |
| Participation rate | 89.7% | 75.9%+13.9pp | 82.2%+7.6pp | 67.7%+22.1pp |
| Annual return | 129.18% | 135.09%-5.9pp | 420.17%-291.0pp | 35.66%+93.5pp |
| Employer contribution / active EE | $952 | $3,717-74.4% | $4,933-80.7% | $2,757-65.5% |
| Participant deferral / active EE | $1,720 | $6,651-74.1% | $8,066-78.7% | $4,299-60.0% |
| Admin fee / account holder | $1,338 | $7,951-83.2% | $12,989-89.7% | $6,924-80.7% |