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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 | $14,805 | $166,268-91.1% | $165,100-91.0% | $145,897-89.9% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.6%+16.1pp | 80.3%+14.4pp |
| Annual return | 25.44% | 100.52%-75.1pp | 70.21%-44.8pp | 552.29%-526.8pp |
| Employer contribution / active EE | $3,895 | $5,284-26.3% | $4,348-10.4% | $4,663-16.5% |
| Participant deferral / active EE | $1,235 | $6,964-82.3% | $6,035-79.5% | $6,689-81.5% |
| Admin fee / account holder | $1,441 | $16,659-91.3% | $12,696-88.6% | $13,390-89.2% |