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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 | $8,626 | $166,268-94.8% | $165,100-94.8% | $145,897-94.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 10.32% | 100.52%-90.2pp | 70.21%-59.9pp | 552.29%-542.0pp |
| Employer contribution / active EE | $1,930 | $5,284-63.5% | $4,348-55.6% | $4,663-58.6% |
| Participant deferral / active EE | $2,024 | $6,964-70.9% | $6,035-66.5% | $6,689-69.7% |
| Admin fee / account holder | $4,682 | $16,659-71.9% | $12,696-63.1% | $13,390-65.0% |