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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 | $5,641 | $160,028-96.5% | $147,080-96.2% | $145,884-96.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 13.82% | 98.60%-84.8pp | 420.17%-406.3pp | 551.85%-538.0pp |
| Employer contribution / active EE | $1,388 | $5,286-73.7% | $4,933-71.9% | $4,662-70.2% |
| Participant deferral / active EE | $1,568 | $8,422-81.4% | $8,066-80.6% | $6,690-76.6% |
| Admin fee / account holder | $884 | $15,030-94.1% | $12,989-93.2% | $13,392-93.4% |