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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 | $1,957 | $183,539-98.9% | $155,556-98.7% | $145,897-98.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 21.92% | 61.31%-39.4pp | 64.84%-42.9pp | 552.29%-530.4pp |
| Employer contribution / active EE | $1,111 | $5,315-79.1% | $4,675-76.2% | $4,663-76.2% |
| Participant deferral / active EE | $1,304 | $6,467-79.8% | $5,631-76.8% | $6,689-80.5% |
| Admin fee / account holder | $658 | $19,275-96.6% | $15,885-95.9% | $13,390-95.1% |