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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 | $5,816 | $166,242-96.5% | $165,071-96.5% | $145,884-96.0% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.6%-8.0pp | 80.3%-9.7pp |
| Annual return | 17.72% | 100.44%-82.7pp | 70.17%-52.5pp | 551.85%-534.1pp |
| Employer contribution / active EE | $1,377 | $5,283-73.9% | $4,347-68.3% | $4,662-70.5% |
| Participant deferral / active EE | $1,427 | $6,964-79.5% | $6,035-76.3% | $6,690-78.7% |
| Admin fee / account holder | $469 | $16,658-97.2% | $12,695-96.3% | $13,392-96.5% |