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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 | $3,268 | $100,139-96.7% | $85,187-96.2% | $145,884-97.8% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 13.78% | 84.15%-70.4pp | 66.67%-52.9pp | 551.85%-538.1pp |
| Employer contribution / active EE | $633 | $3,238-80.4% | $2,732-76.8% | $4,662-86.4% |
| Participant deferral / active EE | $908 | $5,296-82.9% | $4,525-79.9% | $6,690-86.4% |
| Admin fee / account holder | $627 | $7,262-91.4% | $6,162-89.8% | $13,392-95.3% |