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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 | $6,412 | $166,242-96.1% | $165,071-96.1% | $145,884-95.6% |
| Participation rate | 89.5% | 82.0%+7.5pp | 78.6%+10.9pp | 80.3%+9.2pp |
| Annual return | 16.06% | 100.44%-84.4pp | 70.17%-54.1pp | 551.85%-535.8pp |
| Employer contribution / active EE | $1,954 | $5,283-63.0% | $4,347-55.1% | $4,662-58.1% |
| Participant deferral / active EE | $1,896 | $6,964-72.8% | $6,035-68.6% | $6,690-71.7% |
| Admin fee / account holder | $1,017 | $16,658-93.9% | $12,695-92.0% | $13,392-92.4% |