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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 | $11,738 | $157,304-92.5% | $141,197-91.7% | $152,909-92.3% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 28.14% | 64.34%-36.2pp | 71.41%-43.3pp | 345.46%-317.3pp |
| Employer contribution / active EE | $6,161 | $5,263+17.1% | $4,736+30.1% | $4,764+29.3% |
| Participant deferral / active EE | $1,321 | $7,111-81.4% | $6,710-80.3% | $5,851-77.4% |
| Admin fee / account holder | $555 | $12,126-95.4% | $10,265-94.6% | $11,601-95.2% |