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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 | $8,112 | $160,040-94.9% | $147,096-94.5% | $145,877-94.4% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+14.9pp |
| Annual return | 12.64% | 98.49%-85.9pp | 419.75%-407.1pp | 551.28%-538.6pp |
| Employer contribution / active EE | $1,356 | $5,289-74.4% | $4,936-72.5% | $4,663-70.9% |
| Participant deferral / active EE | $2,254 | $8,429-73.3% | $8,071-72.1% | $6,691-66.3% |
| Admin fee / account holder | $447 | $15,050-97.0% | $13,005-96.6% | $13,402-96.7% |