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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 | $4,475 | $175,259-97.4% | $149,723-97.0% | $139,487-96.8% |
| Participation rate | 90.5% | 83.4%+7.1pp | 78.8%+11.7pp | 80.3%+10.1pp |
| Annual return | 13.18% | 166.82%-153.6pp | 134.50%-121.3pp | 373.84%-360.7pp |
| Employer contribution / active EE | $2,352 | $5,478-57.1% | $4,821-51.2% | $4,755-50.5% |
| Participant deferral / active EE | $966 | $6,522-85.2% | $5,682-83.0% | $6,713-85.6% |
| Admin fee / account holder | $962 | $16,158-94.0% | $13,215-92.7% | $11,407-91.6% |