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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 | $3,824 | $160,040-97.6% | $147,096-97.4% | $145,877-97.4% |
| Participation rate | 76.5% | 84.0%-7.6pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 13.30% | 98.49%-85.2pp | 419.75%-406.5pp | 551.28%-538.0pp |
| Employer contribution / active EE | $1,074 | $5,289-79.7% | $4,936-78.2% | $4,663-77.0% |
| Participant deferral / active EE | $1,211 | $8,429-85.6% | $8,071-85.0% | $6,691-81.9% |
| Admin fee / account holder | $964 | $15,050-93.6% | $13,005-92.6% | $13,402-92.8% |