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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 | $3,060 | $111,830-97.3% | $93,696-96.7% | $145,884-97.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 12.26% | 204.08%-191.8pp | 133.74%-121.5pp | 551.85%-539.6pp |
| Employer contribution / active EE | $761 | $3,093-75.4% | $2,422-68.6% | $4,662-83.7% |
| Participant deferral / active EE | $969 | $4,920-80.3% | $4,417-78.1% | $6,690-85.5% |
| Admin fee / account holder | $590 | $10,249-94.2% | $8,287-92.9% | $13,392-95.6% |