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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 | $8,646 | $108,897-92.1% | $100,378-91.4% | $145,877-94.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.94% | 58.17%-45.2pp | 49.41%-36.5pp | 551.28%-538.3pp |
| Employer contribution / active EE | $1,109 | $4,420-74.9% | $3,942-71.9% | $4,663-76.2% |
| Participant deferral / active EE | $1,452 | $8,455-82.8% | $8,087-82.0% | $6,691-78.3% |
| Admin fee / account holder | $1,719 | $9,690-82.3% | $7,899-78.2% | $13,402-87.2% |