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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 | $3,266 | $162,967-98.0% | $135,792-97.6% | $138,895-97.6% |
| Participation rate | 95.5% | 78.3%+17.1pp | 72.6%+22.9pp | 79.9%+15.5pp |
| Annual return | 425.46% | 30.08%+395.4pp | 25.96%+399.5pp | 145.39%+280.1pp |
| Employer contribution / active EE | $1,131 | $4,211-73.1% | $3,496-67.7% | $4,194-73.0% |
| Participant deferral / active EE | $1,309 | $5,640-76.8% | $4,759-72.5% | $6,396-79.5% |
| Admin fee / account holder | $7,481 | $15,306-51.1% | $12,266-39.0% | $12,562-40.4% |