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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 | $160,028-91.3% | $147,080-90.5% | $145,884-90.5% |
| Participation rate | 81.3% | 84.0%-2.8pp | 82.2%-0.9pp | 80.3%+0.9pp |
| Annual return | 18.54% | 98.60%-80.1pp | 420.17%-401.6pp | 551.85%-533.3pp |
| Employer contribution / active EE | $7,109 | $5,286+34.5% | $4,933+44.1% | $4,662+52.5% |
| Participant deferral / active EE | $2,237 | $8,422-73.4% | $8,066-72.3% | $6,690-66.6% |
| Admin fee / account holder | $755 | $15,030-95.0% | $12,989-94.2% | $13,392-94.4% |