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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 | $3,635 | $197,819-98.2% | $155,789-97.7% | $125,389-97.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 6.31% | 86.73%-80.4pp | 71.54%-65.2pp | 282.24%-275.9pp |
| Employer contribution / active EE | $1,464 | $4,850-69.8% | $3,839-61.9% | $4,866-69.9% |
| Participant deferral / active EE | $597 | $5,631-89.4% | $4,798-87.6% | $5,352-88.8% |
| Admin fee / account holder | $340 | $9,544-96.4% | $7,477-95.4% | $9,541-96.4% |