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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 | $7,990 | $176,077-95.5% | $159,455-95.0% | $167,518-95.2% |
| Participation rate | 85.0% | 84.9%+0.1pp | 82.8%+2.2pp | 82.1%+2.9pp |
| Annual return | 11.28% | 331.83%-320.6pp | 263.63%-252.4pp | 478.71%-467.4pp |
| Employer contribution / active EE | $2,494 | $5,298-52.9% | $4,830-48.4% | $4,838-48.5% |
| Participant deferral / active EE | $1,788 | $7,751-76.9% | $7,353-75.7% | $6,342-71.8% |
| Admin fee / account holder | $356 | $12,556-97.2% | $10,800-96.7% | $12,312-97.1% |