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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 | $6,527 | $78,197-91.7% | $98,090-93.3% | $82,637-92.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 81.5%+18.5pp | 68.1%+31.9pp |
| Annual return | 255.14% | 40.25%+214.9pp | 37.05%+218.1pp | 53.51%+201.6pp |
| Employer contribution / active EE | $1,458 | $2,605-44.0% | $3,606-59.6% | $2,552-42.9% |
| Participant deferral / active EE | $2,435 | $6,636-63.3% | $7,845-69.0% | $4,126-41.0% |
| Admin fee / account holder | $762 | $14,832-94.9% | $11,815-93.6% | $7,339-89.6% |