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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 | $11,622 | $106,008-89.0% | $92,240-87.4% | $147,586-92.1% |
| Participation rate | 95.7% | 80.4%+15.2pp | 76.5%+19.2pp | 82.8%+12.8pp |
| Annual return | 20.15% | 50.05%-29.9pp | 176.29%-156.1pp | 578.59%-558.4pp |
| Employer contribution / active EE | $4,210 | $4,333-2.8% | $3,680+14.4% | $4,876-13.7% |
| Participant deferral / active EE | $1,110 | $4,478-75.2% | $3,897-71.5% | $5,439-79.6% |
| Admin fee / account holder | $733 | $6,333-88.4% | $5,194-85.9% | $10,886-93.3% |