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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 | $12,099 | $176,077-93.1% | $159,455-92.4% | $167,518-92.8% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 11.76% | 331.83%-320.1pp | 263.63%-251.9pp | 478.71%-467.0pp |
| Employer contribution / active EE | $1,400 | $5,298-73.6% | $4,830-71.0% | $4,838-71.1% |
| Participant deferral / active EE | $1,838 | $7,751-76.3% | $7,353-75.0% | $6,342-71.0% |
| Admin fee / account holder | $2,342 | $12,556-81.4% | $10,800-78.3% | $12,312-81.0% |