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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 | $4,808 | $160,070-97.0% | $147,117-96.7% | $145,897-96.7% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 31.29% | 98.69%-67.4pp | 420.54%-389.2pp | 552.29%-521.0pp |
| Employer contribution / active EE | $3,653 | $5,285-30.9% | $4,932-25.9% | $4,663-21.7% |
| Participant deferral / active EE | $1,174 | $8,419-86.1% | $8,065-85.4% | $6,689-82.4% |
| Admin fee / account holder | $1,125 | $15,035-92.5% | $12,993-91.3% | $13,390-91.6% |