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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 | $6,593 | $183,592-96.4% | $155,574-95.8% | $145,877-95.5% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 12.06% | 61.37%-49.3pp | 64.87%-52.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $1,460 | $5,317-72.5% | $4,676-68.8% | $4,663-68.7% |
| Participant deferral / active EE | $831 | $6,466-87.1% | $5,629-85.2% | $6,691-87.6% |
| Admin fee / account holder | $501 | $19,316-97.4% | $15,914-96.9% | $13,402-96.3% |