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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 | $12,727 | $160,040-92.0% | $147,096-91.3% | $145,877-91.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 18.52% | 98.49%-80.0pp | 419.75%-401.2pp | 551.28%-532.8pp |
| Employer contribution / active EE | $1,399 | $5,289-73.6% | $4,936-71.7% | $4,663-70.0% |
| Participant deferral / active EE | $2,487 | $8,429-70.5% | $8,071-69.2% | $6,691-62.8% |
| Admin fee / account holder | $5,296 | $15,050-64.8% | $13,005-59.3% | $13,402-60.5% |