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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 | $9,155 | $166,242-94.5% | $165,071-94.5% | $145,884-93.7% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 13.28% | 100.44%-87.2pp | 70.17%-56.9pp | 551.85%-538.6pp |
| Employer contribution / active EE | $1,403 | $5,283-73.5% | $4,347-67.7% | $4,662-69.9% |
| Participant deferral / active EE | $1,403 | $6,964-79.9% | $6,035-76.8% | $6,690-79.0% |
| Admin fee / account holder | $889 | $16,658-94.7% | $12,695-93.0% | $13,392-93.4% |