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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 | $2,857 | $226,090-98.7% | $182,531-98.4% | $152,885-98.1% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.0%+9.5pp | 82.5%+5.0pp |
| Annual return | 38.29% | 192.57%-154.3pp | 148.57%-110.3pp | 345.39%-307.1pp |
| Employer contribution / active EE | $1,475 | $4,978-70.4% | $4,075-63.8% | $4,763-69.0% |
| Participant deferral / active EE | $969 | $6,369-84.8% | $5,525-82.5% | $5,851-83.4% |
| Admin fee / account holder | $334 | $10,705-96.9% | $8,593-96.1% | $11,598-97.1% |