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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 | $3,278 | $88,702-96.3% | $81,780-96.0% | $145,978-97.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 11.06% | 1029.12%-1018.1pp | 776.27%-765.2pp | 550.52%-539.5pp |
| Employer contribution / active EE | $560 | $3,084-81.8% | $2,914-80.8% | $4,662-88.0% |
| Participant deferral / active EE | $609 | $4,645-86.9% | $4,321-85.9% | $6,690-90.9% |
| Admin fee / account holder | $607 | $8,414-92.8% | $7,384-91.8% | $13,400-95.5% |