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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 | $9,201 | $154,228-94.0% | $145,433-93.7% | $137,256-93.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 0.00% | 74.59%-74.6pp | 66.58%-66.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,250 | $4,804-74.0% | $4,554-72.6% | $4,156-69.9% |
| Participant deferral / active EE | $2,215 | $8,216-73.0% | $7,897-72.0% | $6,407-65.4% |
| Admin fee / account holder | $595 | $14,344-95.9% | $13,129-95.5% | $12,270-95.2% |