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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 | $2,993 | $100,139-97.0% | $85,187-96.5% | $145,884-97.9% |
| Participation rate | 89.5% | 74.1%+15.4pp | 67.5%+22.0pp | 80.3%+9.2pp |
| Annual return | 14.54% | 84.15%-69.6pp | 66.67%-52.1pp | 551.85%-537.3pp |
| Employer contribution / active EE | $506 | $3,238-84.4% | $2,732-81.5% | $4,662-89.1% |
| Participant deferral / active EE | $518 | $5,296-90.2% | $4,525-88.5% | $6,690-92.3% |
| Admin fee / account holder | $324 | $7,262-95.5% | $6,162-94.7% | $13,392-97.6% |