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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 | $5,486 | $166,131-96.7% | $164,975-96.7% | $145,877-96.2% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 14.67% | 100.37%-85.7pp | 70.12%-55.4pp | 551.28%-536.6pp |
| Employer contribution / active EE | $1,168 | $5,276-77.9% | $4,343-73.1% | $4,663-75.0% |
| Participant deferral / active EE | $975 | $6,962-86.0% | $6,033-83.8% | $6,691-85.4% |
| Admin fee / account holder | $340 | $16,648-98.0% | $12,688-97.3% | $13,402-97.5% |