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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 | $4,879 | $209,428-97.7% | $178,498-97.3% | $158,950-96.9% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 51.39% | 188.78%-137.4pp | 151.09%-99.7pp | 302.91%-251.5pp |
| Employer contribution / active EE | $1,258 | $5,707-78.0% | $5,011-74.9% | $4,762-73.6% |
| Participant deferral / active EE | $1,772 | $5,955-70.2% | $5,202-65.9% | $5,983-70.4% |
| Admin fee / account holder | $378 | $17,077-97.8% | $13,985-97.3% | $11,248-96.6% |