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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 | $9,620 | $160,040-94.0% | $147,096-93.5% | $145,877-93.4% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.2%+2.0pp | 80.3%+3.9pp |
| Annual return | 20.21% | 98.49%-78.3pp | 419.75%-399.5pp | 551.28%-531.1pp |
| Employer contribution / active EE | $1,252 | $5,289-76.3% | $4,936-74.6% | $4,663-73.1% |
| Participant deferral / active EE | $1,982 | $8,429-76.5% | $8,071-75.4% | $6,691-70.4% |
| Admin fee / account holder | $440 | $15,050-97.1% | $13,005-96.6% | $13,402-96.7% |