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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 | $7,528 | $180,749-95.8% | $160,784-95.3% | $137,256-94.5% |
| Participation rate | 90.5% | 80.0%+10.5pp | 77.0%+13.5pp | 80.0%+10.5pp |
| Annual return | 20.06% | 2234.46%-2214.4pp | 1803.92%-1783.9pp | 220.34%-200.3pp |
| Employer contribution / active EE | $588 | $4,155-85.8% | $3,733-84.2% | $4,156-85.8% |
| Participant deferral / active EE | $1,099 | $6,844-83.9% | $6,293-82.5% | $6,407-82.9% |
| Admin fee / account holder | $502 | $10,397-95.2% | $9,717-94.8% | $12,270-95.9% |