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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 | $7,369 | $105,200-93.0% | $159,474-95.4% | $85,847-91.4% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.8%+13.6pp | 69.3%+27.1pp |
| Annual return | 18.20% | 45.08%-26.9pp | 263.68%-245.5pp | 318.61%-300.4pp |
| Employer contribution / active EE | $1,347 | $3,319-59.4% | $4,831-72.1% | $2,565-47.5% |
| Participant deferral / active EE | $1,994 | $5,946-66.5% | $7,353-72.9% | $3,952-49.6% |
| Admin fee / account holder | $543 | $6,934-92.2% | $10,802-95.0% | $6,261-91.3% |