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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 | $5,637 | $160,070-96.5% | $147,117-96.2% | $145,897-96.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 18.02% | 98.69%-80.7pp | 420.54%-402.5pp | 552.29%-534.3pp |
| Employer contribution / active EE | $1,154 | $5,285-78.2% | $4,932-76.6% | $4,663-75.2% |
| Participant deferral / active EE | $1,541 | $8,419-81.7% | $8,065-80.9% | $6,689-77.0% |
| Admin fee / account holder | $386 | $15,035-97.4% | $12,993-97.0% | $13,390-97.1% |