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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 | $14,429 | $180,459-92.0% | $154,108-90.6% | $135,380-89.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 7.84% | 888.21%-880.4pp | 735.21%-727.4pp | 519.81%-512.0pp |
| Employer contribution / active EE | $1,303 | $6,035-78.4% | $5,298-75.4% | $4,779-72.7% |
| Participant deferral / active EE | $1,531 | $5,806-73.6% | $5,081-69.9% | $5,609-72.7% |
| Admin fee / account holder | $539 | $16,145-96.7% | $13,411-96.0% | $10,828-95.0% |