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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 | $4,968 | $159,934-96.9% | $147,005-96.6% | $145,959-96.6% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 26.62% | 98.24%-71.6pp | 418.76%-392.1pp | 561.95%-535.3pp |
| Employer contribution / active EE | $1,119 | $5,287-78.8% | $4,934-77.3% | $4,661-76.0% |
| Participant deferral / active EE | $2,412 | $8,427-71.4% | $8,070-70.1% | $6,689-63.9% |
| Admin fee / account holder | $327 | $15,053-97.8% | $13,006-97.5% | $13,398-97.6% |