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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 | $8,759 | $95,406-90.8% | $185,849-95.3% | $85,847-89.8% |
| Participation rate | 85.7% | 68.8%+16.9pp | 81.7%+4.0pp | 69.3%+16.4pp |
| Annual return | 32.86% | 23.59%+9.3pp | 122.10%-89.2pp | 318.61%-285.7pp |
| Employer contribution / active EE | $1,680 | $3,314-49.3% | $5,169-67.5% | $2,565-34.5% |
| Participant deferral / active EE | $659 | $3,424-80.8% | $5,569-88.2% | $3,952-83.3% |
| Admin fee / account holder | $582 | $7,214-91.9% | $16,244-96.4% | $6,261-90.7% |