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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 | $1,810 | $88,754-98.0% | $81,820-97.8% | $145,877-98.8% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 12.61% | 1031.77%-1019.2pp | 777.93%-765.3pp | 551.28%-538.7pp |
| Employer contribution / active EE | $353 | $3,085-88.6% | $2,915-87.9% | $4,663-92.4% |
| Participant deferral / active EE | $476 | $4,648-89.7% | $4,323-89.0% | $6,691-92.9% |
| Admin fee / account holder | $411 | $8,424-95.1% | $7,391-94.4% | $13,402-96.9% |