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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 | $8,971 | $152,612-94.1% | $125,192-92.8% | $152,897-94.1% |
| Participation rate | 92.3% | 83.3%+9.0pp | 79.8%+12.5pp | 82.5%+9.9pp |
| Annual return | 21.63% | 54.85%-33.2pp | 43.79%-22.2pp | 345.43%-323.8pp |
| Employer contribution / active EE | $1,303 | $4,947-73.7% | $3,866-66.3% | $4,764-72.7% |
| Participant deferral / active EE | $1,591 | $5,868-72.9% | $4,937-67.8% | $5,851-72.8% |
| Admin fee / account holder | $307 | $13,437-97.7% | $9,704-96.8% | $11,599-97.4% |