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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 | $9,692 | $160,040-93.9% | $147,096-93.4% | $145,877-93.4% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 14.20% | 98.49%-84.3pp | 419.75%-405.5pp | 551.28%-537.1pp |
| Employer contribution / active EE | $2,525 | $5,289-52.3% | $4,936-48.8% | $4,663-45.8% |
| Participant deferral / active EE | $2,504 | $8,429-70.3% | $8,071-69.0% | $6,691-62.6% |
| Admin fee / account holder | $778 | $15,050-94.8% | $13,005-94.0% | $13,402-94.2% |