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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 | $6,868 | $105,145-93.5% | $94,664-92.7% | $139,466-95.1% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 14.62% | 38.09%-23.5pp | 156.84%-142.2pp | 373.66%-359.0pp |
| Employer contribution / active EE | $2,031 | $4,107-50.6% | $3,673-44.7% | $4,754-57.3% |
| Participant deferral / active EE | $2,031 | $7,599-73.3% | $7,417-72.6% | $6,712-69.7% |
| Admin fee / account holder | $1,240 | $8,972-86.2% | $7,222-82.8% | $11,409-89.1% |