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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 | $5,736 | $180,462-96.8% | $154,111-96.3% | $135,379-95.8% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | 16.24% | 888.17%-871.9pp | 735.18%-718.9pp | 519.79%-503.5pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,632 | $5,806-71.9% | $5,081-67.9% | $5,609-70.9% |
| Admin fee / account holder | $907 | $16,145-94.4% | $13,411-93.2% | $10,828-91.6% |