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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 | $30,303 | $227,291-86.7% | $214,702-85.9% | $155,188-80.5% |
| Participation rate | 84.6% | 88.0%-3.4pp | 87.5%-2.9pp | 80.8%+3.8pp |
| Annual return | 13.62% | 60.08%-46.5pp | 54.55%-40.9pp | 148.84%-135.2pp |
| Employer contribution / active EE | $1,665 | $6,772-75.4% | $6,461-74.2% | $4,248-60.8% |
| Participant deferral / active EE | $3,159 | $9,582-67.0% | $9,147-65.5% | $6,531-51.6% |
| Admin fee / account holder | $5,339 | $20,413-73.8% | $19,830-73.1% | $14,480-63.1% |