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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 | $13,906 | $160,070-91.3% | $147,117-90.5% | $145,897-90.5% |
| Participation rate | 81.3% | 84.0%-2.8pp | 82.2%-0.9pp | 80.3%+0.9pp |
| Annual return | 18.54% | 98.69%-80.1pp | 420.54%-402.0pp | 552.29%-533.7pp |
| Employer contribution / active EE | $7,109 | $5,285+34.5% | $4,932+44.1% | $4,663+52.5% |
| Participant deferral / active EE | $2,237 | $8,419-73.4% | $8,065-72.3% | $6,689-66.6% |
| Admin fee / account holder | $755 | $15,035-95.0% | $12,993-94.2% | $13,390-94.4% |