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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 | $5,804 | $160,070-96.4% | $147,117-96.1% | $145,897-96.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.54% | 98.69%-85.1pp | 420.54%-407.0pp | 552.29%-538.7pp |
| Employer contribution / active EE | $1,078 | $5,285-79.6% | $4,932-78.2% | $4,663-76.9% |
| Participant deferral / active EE | $1,078 | $8,419-87.2% | $8,065-86.6% | $6,689-83.9% |
| Admin fee / account holder | $594 | $15,035-96.0% | $12,993-95.4% | $13,390-95.6% |