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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 | $4,535 | $100,139-95.5% | $85,187-94.7% | $145,884-96.9% |
| Participation rate | 70.6% | 74.1%-3.5pp | 67.5%+3.1pp | 80.3%-9.7pp |
| Annual return | 14.54% | 84.15%-69.6pp | 66.67%-52.1pp | 551.85%-537.3pp |
| Employer contribution / active EE | $472 | $3,238-85.4% | $2,732-82.7% | $4,662-89.9% |
| Participant deferral / active EE | $656 | $5,296-87.6% | $4,525-85.5% | $6,690-90.2% |
| Admin fee / account holder | $350 | $7,262-95.2% | $6,162-94.3% | $13,392-97.4% |