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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 | $8,425 | $99,652-91.5% | $78,778-89.3% | $147,586-94.3% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 14.27% | 47.28%-33.0pp | 35.62%-21.4pp | 578.59%-564.3pp |
| Employer contribution / active EE | $3,783 | $2,796+35.3% | $1,986+90.5% | $4,876-22.4% |
| Participant deferral / active EE | $671 | $3,664-81.7% | $2,958-77.3% | $5,439-87.7% |
| Admin fee / account holder | $1,919 | $7,155-73.2% | $5,134-62.6% | $10,886-82.4% |