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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 | $5,490 | $132,099-95.8% | $115,599-95.3% | $138,895-96.0% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.3%+18.0pp | 79.9%+12.4pp |
| Annual return | 20.60% | 176.76%-156.2pp | 111.10%-90.5pp | 145.39%-124.8pp |
| Employer contribution / active EE | $1,325 | $3,416-61.2% | $2,955-55.2% | $4,194-68.4% |
| Participant deferral / active EE | $1,421 | $5,617-74.7% | $4,889-70.9% | $6,396-77.8% |
| Admin fee / account holder | $1,349 | $15,650-91.4% | $12,841-89.5% | $12,562-89.3% |