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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 | $21,607 | $209,428-89.7% | $178,498-87.9% | $158,950-86.4% |
| Participation rate | 90.9% | 86.4%+4.6pp | 81.9%+9.0pp | 82.0%+8.9pp |
| Annual return | 16.24% | 188.78%-172.5pp | 151.09%-134.9pp | 302.91%-286.7pp |
| Employer contribution / active EE | $1,897 | $5,707-66.8% | $5,011-62.1% | $4,762-60.2% |
| Participant deferral / active EE | $1,984 | $5,955-66.7% | $5,202-61.9% | $5,983-66.8% |
| Admin fee / account holder | $17,859 | $17,077+4.6% | $13,985+27.7% | $11,248+58.8% |