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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 | $4,233 | $166,242-97.5% | $165,071-97.4% | $145,884-97.1% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.6%+13.0pp | 80.3%+11.4pp |
| Annual return | 9.00% | 100.44%-91.4pp | 70.17%-61.2pp | 551.85%-542.9pp |
| Employer contribution / active EE | $1,679 | $5,283-68.2% | $4,347-61.4% | $4,662-64.0% |
| Participant deferral / active EE | $1,919 | $6,964-72.5% | $6,035-68.2% | $6,690-71.3% |
| Admin fee / account holder | $991 | $16,658-94.1% | $12,695-92.2% | $13,392-92.6% |