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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 | $4,615 | $102,422-95.5% | $147,117-96.9% | $80,959-94.3% |
| Participation rate | 98.7% | 75.9%+22.8pp | 82.2%+16.5pp | 67.7%+31.0pp |
| Annual return | 71.86% | 135.16%-63.3pp | 420.54%-348.7pp | 35.67%+36.2pp |
| Employer contribution / active EE | $1,751 | $3,717-52.9% | $4,932-64.5% | $2,757-36.5% |
| Participant deferral / active EE | $1,019 | $6,652-84.7% | $8,065-87.4% | $4,300-76.3% |
| Admin fee / account holder | $1,150 | $7,953-85.5% | $12,993-91.1% | $6,925-83.4% |