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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 | $12,241 | $209,428-94.2% | $178,498-93.1% | $158,950-92.3% |
| Participation rate | 93.8% | 86.4%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 13.01% | 188.78%-175.8pp | 151.09%-138.1pp | 302.91%-289.9pp |
| Employer contribution / active EE | $2,376 | $5,707-58.4% | $5,011-52.6% | $4,762-50.1% |
| Participant deferral / active EE | $871 | $5,955-85.4% | $5,202-83.3% | $5,983-85.4% |
| Admin fee / account holder | $422 | $17,077-97.5% | $13,985-97.0% | $11,248-96.2% |