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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 | $5,570 | $160,040-96.5% | $147,096-96.2% | $145,877-96.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.26% | 98.49%-86.2pp | 419.75%-407.5pp | 551.28%-539.0pp |
| Employer contribution / active EE | $1,288 | $5,289-75.6% | $4,936-73.9% | $4,663-72.4% |
| Participant deferral / active EE | $1,682 | $8,429-80.0% | $8,071-79.2% | $6,691-74.9% |
| Admin fee / account holder | $1,351 | $15,050-91.0% | $13,005-89.6% | $13,402-89.9% |