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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 | $17,941 | $176,077-89.8% | $159,455-88.7% | $167,518-89.3% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 12.83% | 331.83%-319.0pp | 263.63%-250.8pp | 478.71%-465.9pp |
| Employer contribution / active EE | $1,154 | $5,298-78.2% | $4,830-76.1% | $4,838-76.1% |
| Participant deferral / active EE | $1,148 | $7,751-85.2% | $7,353-84.4% | $6,342-81.9% |
| Admin fee / account holder | $2,243 | $12,556-82.1% | $10,800-79.2% | $12,312-81.8% |