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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 | $125,184-89.9% | $105,607-88.1% | $145,884-91.4% |
| Participation rate | 93.8% | 77.6%+16.1pp | 75.3%+18.5pp | 80.3%+13.4pp |
| Annual return | 133.19% | 225.00%-91.8pp | 116.11%+17.1pp | 551.85%-418.7pp |
| Employer contribution / active EE | $865 | $3,720-76.7% | $3,167-72.7% | $4,662-81.4% |
| Participant deferral / active EE | $1,419 | $5,714-75.2% | $5,011-71.7% | $6,690-78.8% |
| Admin fee / account holder | $2,469 | $17,133-85.6% | $10,958-77.5% | $13,392-81.6% |