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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 | $9,388 | $166,089-94.3% | $164,928-94.3% | $145,978-93.6% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 388.64% | 100.26%+288.4pp | 70.08%+318.6pp | 550.52%-161.9pp |
| Employer contribution / active EE | $1,336 | $5,276-74.7% | $4,343-69.2% | $4,662-71.3% |
| Participant deferral / active EE | $1,693 | $6,961-75.7% | $6,034-71.9% | $6,690-74.7% |
| Admin fee / account holder | $1,389 | $16,641-91.7% | $12,684-89.0% | $13,400-89.6% |