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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 | $12,619 | $125,193-89.9% | $105,591-88.0% | $145,978-91.4% |
| Participation rate | 93.8% | 77.6%+16.1pp | 75.3%+18.5pp | 80.3%+13.5pp |
| Annual return | 133.19% | 225.53%-92.3pp | 116.43%+16.8pp | 550.52%-417.3pp |
| Employer contribution / active EE | $865 | $3,718-76.7% | $3,166-72.7% | $4,662-81.4% |
| Participant deferral / active EE | $1,419 | $5,708-75.1% | $5,008-71.7% | $6,690-78.8% |
| Admin fee / account holder | $2,469 | $17,277-85.7% | $11,024-77.6% | $13,400-81.6% |