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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 | $4,460 | $166,242-97.3% | $165,071-97.3% | $145,884-96.9% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 14.13% | 100.44%-86.3pp | 70.17%-56.0pp | 551.85%-537.7pp |
| Employer contribution / active EE | $1,408 | $5,283-73.3% | $4,347-67.6% | $4,662-69.8% |
| Participant deferral / active EE | $1,530 | $6,964-78.0% | $6,035-74.6% | $6,690-77.1% |
| Admin fee / account holder | $350 | $16,658-97.9% | $12,695-97.2% | $13,392-97.4% |