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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 | $12,094 | $217,432-94.4% | $185,851-93.5% | $167,553-92.8% |
| Participation rate | 81.8% | 86.1%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 40.05% | 148.43%-108.4pp | 122.11%-82.1pp | 478.89%-438.8pp |
| Employer contribution / active EE | $1,619 | $5,874-72.4% | $5,168-68.7% | $4,840-66.6% |
| Participant deferral / active EE | $1,431 | $6,357-77.5% | $5,569-74.3% | $6,343-77.4% |
| Admin fee / account holder | $1,069 | $19,820-94.6% | $16,245-93.4% | $12,316-91.3% |