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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 | $14,689 | $154,228-90.5% | $145,433-89.9% | $137,256-89.3% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 139.92% | 74.59%+65.3pp | 66.58%+73.3pp | 220.34%-80.4pp |
| Employer contribution / active EE | $1,342 | $4,804-72.1% | $4,554-70.5% | $4,156-67.7% |
| Participant deferral / active EE | $1,649 | $8,216-79.9% | $7,897-79.1% | $6,407-74.3% |
| Admin fee / account holder | $441 | $14,344-96.9% | $13,129-96.6% | $12,270-96.4% |