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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 | $1,963 | $84,953-97.7% | $163,379-98.8% | $82,637-97.6% |
| Participation rate | 90.6% | 65.9%+24.7pp | 76.8%+13.8pp | 68.1%+22.6pp |
| Annual return | 724.07% | 23.07%+701.0pp | 63.41%+660.7pp | 53.51%+670.6pp |
| Employer contribution / active EE | $917 | $2,183-58.0% | $3,752-75.6% | $2,552-64.1% |
| Participant deferral / active EE | $1,184 | $4,326-72.6% | $6,282-81.2% | $4,126-71.3% |
| Admin fee / account holder | $388 | $7,921-95.1% | $9,818-96.0% | $7,339-94.7% |