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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 | $16,026 | $176,105-90.9% | $159,474-90.0% | $167,536-90.4% |
| Participation rate | 90.9% | 85.0%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 60.55% | 331.91%-271.4pp | 263.68%-203.1pp | 478.82%-418.3pp |
| Employer contribution / active EE | $1,823 | $5,299-65.6% | $4,831-62.3% | $4,839-62.3% |
| Participant deferral / active EE | $1,069 | $7,751-86.2% | $7,353-85.5% | $6,342-83.1% |
| Admin fee / account holder | $315 | $12,559-97.5% | $10,802-97.1% | $12,315-97.4% |