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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 | $8,614 | $160,040-94.6% | $147,096-94.1% | $145,877-94.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 24.34% | 98.49%-74.2pp | 419.75%-395.4pp | 551.28%-526.9pp |
| Employer contribution / active EE | $1,880 | $5,289-64.5% | $4,936-61.9% | $4,663-59.7% |
| Participant deferral / active EE | $2,394 | $8,429-71.6% | $8,071-70.3% | $6,691-64.2% |
| Admin fee / account holder | $961 | $15,050-93.6% | $13,005-92.6% | $13,402-92.8% |