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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 | $24,113 | $202,342-88.1% | $172,752-86.0% | $152,897-84.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.62% | 1029.83%-1010.2pp | 802.97%-783.4pp | 345.43%-325.8pp |
| Employer contribution / active EE | $1,836 | $5,858-68.7% | $5,144-64.3% | $4,764-61.5% |
| Participant deferral / active EE | $1,660 | $5,948-72.1% | $5,198-68.1% | $5,851-71.6% |
| Admin fee / account holder | $851 | $17,111-95.0% | $13,955-93.9% | $11,599-92.7% |