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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 | $14,106 | $159,934-91.2% | $147,005-90.4% | $145,959-90.3% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 18.40% | 98.24%-79.8pp | 418.76%-400.4pp | 561.95%-543.6pp |
| Employer contribution / active EE | $1,206 | $5,287-77.2% | $4,934-75.6% | $4,661-74.1% |
| Participant deferral / active EE | $2,295 | $8,427-72.8% | $8,070-71.6% | $6,689-65.7% |
| Admin fee / account holder | $806 | $15,053-94.6% | $13,006-93.8% | $13,398-94.0% |