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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 | $23,131 | $78,707-70.6% | $117,861-80.4% | $70,126-67.0% |
| Participation rate | 78.2% | 73.2%+5.0pp | 79.7%-1.5pp | 69.5%+8.6pp |
| Annual return | 362.35% | 23.30%+339.1pp | 335.11%+27.2pp | 73.15%+289.2pp |
| Employer contribution / active EE | $622 | $2,223-72.0% | $3,786-83.6% | $2,343-73.4% |
| Participant deferral / active EE | $860 | $3,297-73.9% | $4,482-80.8% | $3,332-74.2% |
| Admin fee / account holder | $610 | $5,066-87.9% | $8,021-92.4% | $4,645-86.9% |