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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 | $8,833 | $160,070-94.5% | $147,117-94.0% | $145,897-93.9% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+7.9pp |
| Annual return | 30.11% | 98.69%-68.6pp | 420.54%-390.4pp | 552.29%-522.2pp |
| Employer contribution / active EE | $1,906 | $5,285-63.9% | $4,932-61.4% | $4,663-59.1% |
| Participant deferral / active EE | $2,441 | $8,419-71.0% | $8,065-69.7% | $6,689-63.5% |
| Admin fee / account holder | $934 | $15,035-93.8% | $12,993-92.8% | $13,390-93.0% |