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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 | $10,987 | $160,040-93.1% | $147,096-92.5% | $145,877-92.5% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+7.9pp |
| Annual return | 14.44% | 98.49%-84.1pp | 419.75%-405.3pp | 551.28%-536.8pp |
| Employer contribution / active EE | $1,205 | $5,289-77.2% | $4,936-75.6% | $4,663-74.2% |
| Participant deferral / active EE | $2,344 | $8,429-72.2% | $8,071-71.0% | $6,691-65.0% |
| Admin fee / account holder | $962 | $15,050-93.6% | $13,005-92.6% | $13,402-92.8% |