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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 | $4,309 | $160,028-97.3% | $147,080-97.1% | $145,884-97.0% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 15.45% | 98.60%-83.1pp | 420.17%-404.7pp | 551.85%-536.4pp |
| Employer contribution / active EE | $1,662 | $5,286-68.6% | $4,933-66.3% | $4,662-64.3% |
| Participant deferral / active EE | $2,162 | $8,422-74.3% | $8,066-73.2% | $6,690-67.7% |
| Admin fee / account holder | $369 | $15,030-97.5% | $12,989-97.2% | $13,392-97.2% |