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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 | $5,878 | $202,342-97.1% | $172,752-96.6% | $152,897-96.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.19% | 1029.83%-1008.6pp | 802.97%-781.8pp | 345.43%-324.2pp |
| Employer contribution / active EE | $1,355 | $5,858-76.9% | $5,144-73.7% | $4,764-71.6% |
| Participant deferral / active EE | $1,976 | $5,948-66.8% | $5,198-62.0% | $5,851-66.2% |
| Admin fee / account holder | $1,267 | $17,111-92.6% | $13,955-90.9% | $11,599-89.1% |