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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 | $8,306 | $183,592-95.5% | $155,574-94.7% | $145,877-94.3% |
| Participation rate | 88.2% | 82.7%+5.5pp | 78.2%+10.0pp | 80.3%+7.9pp |
| Annual return | 11.80% | 61.37%-49.6pp | 64.87%-53.1pp | 551.28%-539.5pp |
| Employer contribution / active EE | $2,172 | $5,317-59.1% | $4,676-53.5% | $4,663-53.4% |
| Participant deferral / active EE | $1,538 | $6,466-76.2% | $5,629-72.7% | $6,691-77.0% |
| Admin fee / account holder | $3,797 | $19,316-80.3% | $15,914-76.1% | $13,402-71.7% |