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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 | $9,264 | $166,242-94.4% | $165,071-94.4% | $145,884-93.6% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 16.76% | 100.44%-83.7pp | 70.17%-53.4pp | 551.85%-535.1pp |
| Employer contribution / active EE | $1,671 | $5,283-68.4% | $4,347-61.6% | $4,662-64.2% |
| Participant deferral / active EE | $1,826 | $6,964-73.8% | $6,035-69.7% | $6,690-72.7% |
| Admin fee / account holder | $668 | $16,658-96.0% | $12,695-94.7% | $13,392-95.0% |