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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 | $10,937 | $160,040-93.2% | $147,096-92.6% | $145,877-92.5% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 10.17% | 98.49%-88.3pp | 419.75%-409.6pp | 551.28%-541.1pp |
| Employer contribution / active EE | $1,417 | $5,289-73.2% | $4,936-71.3% | $4,663-69.6% |
| Participant deferral / active EE | $2,163 | $8,429-74.3% | $8,071-73.2% | $6,691-67.7% |
| Admin fee / account holder | $1,763 | $15,050-88.3% | $13,005-86.4% | $13,402-86.8% |