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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 | $5,487 | $125,193-95.6% | $105,591-94.8% | $145,978-96.2% |
| Participation rate | 95.0% | 77.6%+17.4pp | 75.3%+19.7pp | 80.3%+14.7pp |
| Annual return | 22.51% | 225.53%-203.0pp | 116.43%-93.9pp | 550.52%-528.0pp |
| Employer contribution / active EE | $1,506 | $3,718-59.5% | $3,166-52.4% | $4,662-67.7% |
| Participant deferral / active EE | $340 | $5,708-94.0% | $5,008-93.2% | $6,690-94.9% |
| Admin fee / account holder | $555 | $17,277-96.8% | $11,024-95.0% | $13,400-95.9% |