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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 | $9,693 | $166,131-94.2% | $164,975-94.1% | $145,877-93.4% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.6%+6.0pp | 80.3%+4.3pp |
| Annual return | 14.14% | 100.37%-86.2pp | 70.12%-56.0pp | 551.28%-537.1pp |
| Employer contribution / active EE | $1,609 | $5,276-69.5% | $4,343-62.9% | $4,663-65.5% |
| Participant deferral / active EE | $1,877 | $6,962-73.0% | $6,033-68.9% | $6,691-71.9% |
| Admin fee / account holder | $1,087 | $16,648-93.5% | $12,688-91.4% | $13,402-91.9% |