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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 | $5,611 | $99,345-94.4% | $84,753-93.4% | $273,972-98.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 98.41% | 22.93%+75.5pp | 22.78%+75.6pp | 41.46%+57.0pp |
| Employer contribution / active EE | $3,821 | $4,214-9.3% | $3,574+6.9% | $4,869-21.5% |
| Participant deferral / active EE | $918 | $4,270-78.5% | $3,712-75.3% | $5,287-82.6% |
| Admin fee / account holder | $1,230 | $6,645-81.5% | $5,333-76.9% | $10,133-87.9% |