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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 | $166,242-94.2% | $165,071-94.1% | $145,884-93.4% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.6%+6.0pp | 80.3%+4.3pp |
| Annual return | 14.14% | 100.44%-86.3pp | 70.17%-56.0pp | 551.85%-537.7pp |
| Employer contribution / active EE | $1,609 | $5,283-69.5% | $4,347-63.0% | $4,662-65.5% |
| Participant deferral / active EE | $1,877 | $6,964-73.0% | $6,035-68.9% | $6,690-71.9% |
| Admin fee / account holder | $1,087 | $16,658-93.5% | $12,695-91.4% | $13,392-91.9% |