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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 | $11,574 | $160,040-92.8% | $147,096-92.1% | $145,877-92.1% |
| Participation rate | 73.9% | 84.0%-10.1pp | 82.2%-8.3pp | 80.3%-6.4pp |
| Annual return | 14.23% | 98.49%-84.3pp | 419.75%-405.5pp | 551.28%-537.1pp |
| Employer contribution / active EE | $1,117 | $5,289-78.9% | $4,936-77.4% | $4,663-76.0% |
| Participant deferral / active EE | $1,727 | $8,429-79.5% | $8,071-78.6% | $6,691-74.2% |
| Admin fee / account holder | $2,091 | $15,050-86.1% | $13,005-83.9% | $13,402-84.4% |