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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 | $8,820 | $160,028-94.5% | $147,080-94.0% | $145,884-94.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.25% | 98.60%-84.3pp | 420.17%-405.9pp | 551.85%-537.6pp |
| Employer contribution / active EE | $1,609 | $5,286-69.6% | $4,933-67.4% | $4,662-65.5% |
| Participant deferral / active EE | $1,981 | $8,422-76.5% | $8,066-75.4% | $6,690-70.4% |
| Admin fee / account holder | $1,609 | $15,030-89.3% | $12,989-87.6% | $13,392-88.0% |