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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 | $6,247 | $154,209-95.9% | $130,062-95.2% | $139,487-95.5% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 35.12% | 32.52%+2.6pp | -137.37%+172.5pp | 373.84%-338.7pp |
| Employer contribution / active EE | $1,663 | $5,292-68.6% | $4,322-61.5% | $4,755-65.0% |
| Participant deferral / active EE | $1,663 | $6,709-75.2% | $5,821-71.4% | $6,713-75.2% |
| Admin fee / account holder | $452 | $13,988-96.8% | $10,601-95.7% | $11,407-96.0% |