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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 | $15,825 | $202,345-92.2% | $172,755-90.8% | $152,885-89.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.41% | 1029.77%-1007.4pp | 802.94%-780.5pp | 345.39%-323.0pp |
| Employer contribution / active EE | $1,487 | $5,858-74.6% | $5,144-71.1% | $4,763-68.8% |
| Participant deferral / active EE | $1,543 | $5,948-74.1% | $5,198-70.3% | $5,851-73.6% |
| Admin fee / account holder | $371 | $17,111-97.8% | $13,955-97.3% | $11,598-96.8% |