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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 | $160,040-96.4% | $147,096-96.1% | $145,877-96.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.54% | 98.49%-85.0pp | 419.75%-406.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $1,078 | $5,289-79.6% | $4,936-78.2% | $4,663-76.9% |
| Participant deferral / active EE | $1,078 | $8,429-87.2% | $8,071-86.6% | $6,691-83.9% |
| Admin fee / account holder | $594 | $15,050-96.1% | $13,005-95.4% | $13,402-95.6% |