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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 | $4,849 | $148,623-96.7% | $135,974-96.4% | $139,466-96.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 80.04% | 79.30%+0.7pp | 68.30%+11.7pp | 373.66%-293.6pp |
| Employer contribution / active EE | $1,806 | $5,246-65.6% | $4,859-62.8% | $4,754-62.0% |
| Participant deferral / active EE | $2,173 | $8,103-73.2% | $7,760-72.0% | $6,712-67.6% |
| Admin fee / account holder | $377 | $12,406-97.0% | $10,767-96.5% | $11,409-96.7% |