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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 | $5,309 | $175,231-97.0% | $149,696-96.5% | $139,466-96.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.29% | 166.77%-146.5pp | 134.46%-114.2pp | 373.66%-353.4pp |
| Employer contribution / active EE | $1,816 | $5,478-66.8% | $4,821-62.3% | $4,754-61.8% |
| Participant deferral / active EE | $1,863 | $6,521-71.4% | $5,682-67.2% | $6,712-72.2% |
| Admin fee / account holder | $2,180 | $16,155-86.5% | $13,212-83.5% | $11,409-80.9% |