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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 | $5,904 | $156,398-96.2% | $147,318-96.0% | $138,895-95.7% |
| Participation rate | 95.2% | 83.8%+11.5pp | 82.1%+13.2pp | 79.9%+15.3pp |
| Annual return | 266.55% | 78.75%+187.8pp | 70.43%+196.1pp | 145.39%+121.2pp |
| Employer contribution / active EE | $1,907 | $4,853-60.7% | $4,593-58.5% | $4,194-54.5% |
| Participant deferral / active EE | $2,123 | $8,237-74.2% | $7,906-73.2% | $6,396-66.8% |
| Admin fee / account holder | $415 | $14,976-97.2% | $13,708-97.0% | $12,562-96.7% |