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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 | $10,973 | $160,070-93.1% | $147,117-92.5% | $145,897-92.5% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 12.58% | 98.69%-86.1pp | 420.54%-408.0pp | 552.29%-539.7pp |
| Employer contribution / active EE | $1,306 | $5,285-75.3% | $4,932-73.5% | $4,663-72.0% |
| Participant deferral / active EE | $2,248 | $8,419-73.3% | $8,065-72.1% | $6,689-66.4% |
| Admin fee / account holder | $496 | $15,035-96.7% | $12,993-96.2% | $13,390-96.3% |