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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 | $159,934-97.0% | $147,005-96.7% | $145,959-96.7% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 31.29% | 98.24%-66.9pp | 418.76%-387.5pp | 561.95%-530.7pp |
| Employer contribution / active EE | $3,653 | $5,287-30.9% | $4,934-26.0% | $4,661-21.6% |
| Participant deferral / active EE | $1,174 | $8,427-86.1% | $8,070-85.5% | $6,689-82.4% |
| Admin fee / account holder | $1,125 | $15,053-92.5% | $13,006-91.3% | $13,398-91.6% |