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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 | $28,888 | $202,342-85.7% | $172,752-83.3% | $152,897-81.1% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 23.01% | 1029.83%-1006.8pp | 802.97%-780.0pp | 345.43%-322.4pp |
| Employer contribution / active EE | $2,082 | $5,858-64.5% | $5,144-59.5% | $4,764-56.3% |
| Participant deferral / active EE | $365 | $5,948-93.9% | $5,198-93.0% | $5,851-93.8% |
| Admin fee / account holder | $371 | $17,111-97.8% | $13,955-97.3% | $11,599-96.8% |