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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 | $6,702 | $160,028-95.8% | $147,080-95.4% | $145,884-95.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 15.41% | 98.60%-83.2pp | 420.17%-404.8pp | 551.85%-536.4pp |
| Employer contribution / active EE | $1,678 | $5,286-68.2% | $4,933-66.0% | $4,662-64.0% |
| Participant deferral / active EE | $2,060 | $8,422-75.5% | $8,066-74.5% | $6,690-69.2% |
| Admin fee / account holder | $479 | $15,030-96.8% | $12,989-96.3% | $13,392-96.4% |