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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 | $166,242-96.7% | $165,071-96.7% | $145,884-96.2% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 14.67% | 100.44%-85.8pp | 70.17%-55.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $1,168 | $5,283-77.9% | $4,347-73.1% | $4,662-74.9% |
| Participant deferral / active EE | $975 | $6,964-86.0% | $6,035-83.8% | $6,690-85.4% |
| Admin fee / account holder | $340 | $16,658-98.0% | $12,695-97.3% | $13,392-97.5% |