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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 | $13,069 | $160,070-91.8% | $147,117-91.1% | $145,897-91.0% |
| Participation rate | 89.5% | 84.0%+5.4pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 12.87% | 98.69%-85.8pp | 420.54%-407.7pp | 552.29%-539.4pp |
| Employer contribution / active EE | $1,143 | $5,285-78.4% | $4,932-76.8% | $4,663-75.5% |
| Participant deferral / active EE | $2,502 | $8,419-70.3% | $8,065-69.0% | $6,689-62.6% |
| Admin fee / account holder | $397 | $15,035-97.4% | $12,993-96.9% | $13,390-97.0% |