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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 | $14,989 | $112,131-86.6% | $95,964-84.4% | $158,982-90.6% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.7pp |
| Annual return | 24.41% | 171.19%-146.8pp | 91.64%-67.2pp | 302.99%-278.6pp |
| Employer contribution / active EE | $1,031 | $3,199-67.8% | $2,541-59.4% | $4,763-78.4% |
| Participant deferral / active EE | $840 | $4,784-82.4% | $4,167-79.8% | $5,983-86.0% |
| Admin fee / account holder | $381 | $10,136-96.2% | $6,797-94.4% | $11,252-96.6% |