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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 | $7,312 | $108,911-93.3% | $100,392-92.7% | $145,884-95.0% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 16.48% | 58.23%-41.7pp | 49.45%-33.0pp | 551.85%-535.4pp |
| Employer contribution / active EE | $1,336 | $4,420-69.8% | $3,941-66.1% | $4,662-71.3% |
| Participant deferral / active EE | $2,181 | $8,459-74.2% | $8,090-73.0% | $6,690-67.4% |
| Admin fee / account holder | $2,447 | $9,698-74.8% | $7,904-69.0% | $13,392-81.7% |