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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 | $2,944 | $68,097-95.7% | $62,929-95.3% | $137,256-97.9% |
| Participation rate | 86.7% | 77.4%+9.2pp | 73.1%+13.6pp | 80.0%+6.7pp |
| Annual return | 19.10% | 1859.11%-1840.0pp | 1063.93%-1044.8pp | 220.34%-201.2pp |
| Employer contribution / active EE | $382 | $2,811-86.4% | $2,505-84.7% | $4,156-90.8% |
| Participant deferral / active EE | $382 | $4,553-91.6% | $3,888-90.2% | $6,407-94.0% |
| Admin fee / account holder | $663 | $6,521-89.8% | $5,065-86.9% | $12,270-94.6% |