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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 | $10,236 | $157,276-93.5% | $141,177-92.7% | $152,885-93.3% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.5%+11.3pp |
| Annual return | 29.50% | 64.33%-34.8pp | 71.40%-41.9pp | 345.39%-315.9pp |
| Employer contribution / active EE | $1,385 | $5,262-73.7% | $4,736-70.7% | $4,763-70.9% |
| Participant deferral / active EE | $1,714 | $7,110-75.9% | $6,710-74.5% | $5,851-70.7% |
| Admin fee / account holder | $3,387 | $12,123-72.1% | $10,263-67.0% | $11,598-70.8% |