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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 | $11,750 | $160,028-92.7% | $147,080-92.0% | $145,884-91.9% |
| Participation rate | 76.5% | 84.0%-7.6pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 12.54% | 98.60%-86.1pp | 420.17%-407.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $1,061 | $5,286-79.9% | $4,933-78.5% | $4,662-77.2% |
| Participant deferral / active EE | $1,575 | $8,422-81.3% | $8,066-80.5% | $6,690-76.5% |
| Admin fee / account holder | $4,022 | $15,030-73.2% | $12,989-69.0% | $13,392-70.0% |