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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 | $6,031 | $81,696-92.6% | $70,494-91.4% | $158,982-96.2% |
| Participation rate | 95.8% | 77.7%+18.1pp | 75.1%+20.8pp | 82.0%+13.9pp |
| Annual return | 14.61% | 208.70%-194.1pp | 109.16%-94.5pp | 302.99%-288.4pp |
| Employer contribution / active EE | $883 | $3,220-72.6% | $2,738-67.7% | $4,763-81.5% |
| Participant deferral / active EE | $417 | $4,558-90.9% | $3,711-88.8% | $5,983-93.0% |
| Admin fee / account holder | $314 | $6,200-94.9% | $3,848-91.8% | $11,252-97.2% |