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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 | $3,061 | $125,190-97.6% | $105,624-97.1% | $145,897-97.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.97% | 225.22%-209.2pp | 116.20%-100.2pp | 552.29%-536.3pp |
| Employer contribution / active EE | $979 | $3,720-73.7% | $3,168-69.1% | $4,663-79.0% |
| Participant deferral / active EE | $1,161 | $5,716-79.7% | $5,013-76.8% | $6,689-82.6% |
| Admin fee / account holder | $977 | $17,138-94.3% | $10,961-91.1% | $13,390-92.7% |