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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 | $12,110 | $160,040-92.4% | $147,096-91.8% | $145,877-91.7% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 17.37% | 98.49%-81.1pp | 419.75%-402.4pp | 551.28%-533.9pp |
| Employer contribution / active EE | $1,051 | $5,289-80.1% | $4,936-78.7% | $4,663-77.5% |
| Participant deferral / active EE | $1,088 | $8,429-87.1% | $8,071-86.5% | $6,691-83.7% |
| Admin fee / account holder | $2,099 | $15,050-86.1% | $13,005-83.9% | $13,402-84.3% |