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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 | $16,551 | $209,422-92.1% | $178,503-90.7% | $158,982-89.6% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 18.65% | 188.81%-170.2pp | 151.12%-132.5pp | 302.99%-284.3pp |
| Employer contribution / active EE | $1,633 | $5,707-71.4% | $5,011-67.4% | $4,763-65.7% |
| Participant deferral / active EE | $1,727 | $5,955-71.0% | $5,202-66.8% | $5,983-71.1% |
| Admin fee / account holder | $827 | $17,079-95.2% | $13,987-94.1% | $11,252-92.6% |