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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 | $10,207 | $166,131-93.9% | $164,975-93.8% | $145,877-93.0% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 16.31% | 100.37%-84.1pp | 70.12%-53.8pp | 551.28%-535.0pp |
| Employer contribution / active EE | $1,764 | $5,276-66.6% | $4,343-59.4% | $4,663-62.2% |
| Participant deferral / active EE | $2,005 | $6,962-71.2% | $6,033-66.8% | $6,691-70.0% |
| Admin fee / account holder | $506 | $16,648-97.0% | $12,688-96.0% | $13,402-96.2% |