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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 | $78,520-91.7% | $96,576-93.2% | $82,448-92.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 255.14% | 41.30%+213.8pp | 38.47%+216.7pp | 41.64%+213.5pp |
| Employer contribution / active EE | $1,458 | $2,630-44.6% | $3,553-59.0% | $2,551-42.8% |
| Participant deferral / active EE | $2,435 | $6,754-64.0% | $7,956-69.4% | $4,139-41.2% |
| Admin fee / account holder | $762 | $13,455-94.3% | $11,381-93.3% | $7,234-89.5% |