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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 | $14,132 | $202,430-93.0% | $169,369-91.7% | $139,427-89.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 13.49% | 531.86%-518.4pp | 405.70%-392.2pp | 373.27%-359.8pp |
| Employer contribution / active EE | $685 | $4,690-85.4% | $4,011-82.9% | $4,752-85.6% |
| Participant deferral / active EE | $1,201 | $6,938-82.7% | $6,221-80.7% | $6,711-82.1% |
| Admin fee / account holder | $4,134 | $10,716-61.4% | $9,009-54.1% | $11,404-63.8% |