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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 | $5,576 | $148,582-96.2% | $135,942-95.9% | $139,456-96.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.53% | 79.26%-50.7pp | 68.28%-39.7pp | 373.45%-344.9pp |
| Employer contribution / active EE | $1,483 | $5,245-71.7% | $4,858-69.5% | $4,753-68.8% |
| Participant deferral / active EE | $2,329 | $8,101-71.3% | $7,759-70.0% | $6,711-65.3% |
| Admin fee / account holder | $316 | $12,402-97.5% | $10,764-97.1% | $11,407-97.2% |