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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 | $9,469 | $77,638-87.8% | $156,551-94.0% | $62,881-84.9% |
| Participation rate | 94.3% | 71.2%+23.1pp | 84.0%+10.3pp | 69.3%+25.0pp |
| Annual return | 260.56% | 50.33%+210.2pp | 32.23%+228.3pp | 20.14%+240.4pp |
| Employer contribution / active EE | $1,122 | $3,444-67.4% | $5,501-79.6% | $2,281-50.8% |
| Participant deferral / active EE | $588 | $3,046-80.7% | $4,871-87.9% | $3,203-81.6% |
| Admin fee / account holder | $2,397 | $5,561-56.9% | $13,028-81.6% | $4,296-44.2% |