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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 | $10,043 | $98,766-89.8% | $149,730-93.3% | $79,852-87.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 24.68% | 27.43%-2.8pp | 276.70%-252.0pp | 31.72%-7.0pp |
| Employer contribution / active EE | $11,487 | $3,217+257.1% | $4,645+147.3% | $2,471+364.9% |
| Participant deferral / active EE | $765 | $5,681-86.5% | $6,843-88.8% | $3,740-79.6% |
| Admin fee / account holder | $1,654 | $6,052-72.7% | $9,310-82.2% | $5,306-68.8% |