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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 | $2,106 | $102,663-97.9% | $86,216-97.6% | $139,466-98.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 21.15% | 1924.52%-1903.4pp | 1169.42%-1148.3pp | 373.66%-352.5pp |
| Employer contribution / active EE | $813 | $3,035-73.2% | $2,382-65.9% | $4,754-82.9% |
| Participant deferral / active EE | $885 | $4,677-81.1% | $3,986-77.8% | $6,712-86.8% |
| Admin fee / account holder | $713 | $8,663-91.8% | $6,853-89.6% | $11,409-93.7% |