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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 | $7,318 | $160,040-95.4% | $147,096-95.0% | $145,877-95.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 14.81% | 98.49%-83.7pp | 419.75%-404.9pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,241 | $5,289-76.5% | $4,936-74.9% | $4,663-73.4% |
| Participant deferral / active EE | $1,610 | $8,429-80.9% | $8,071-80.0% | $6,691-75.9% |
| Admin fee / account holder | $525 | $15,050-96.5% | $13,005-96.0% | $13,402-96.1% |