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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 | $16,681 | $201,264-91.7% | $184,185-90.9% | $145,978-88.6% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 75.35% | 29.00%+46.3pp | 28.81%+46.5pp | 550.52%-475.2pp |
| Employer contribution / active EE | $2,130 | $7,021-69.7% | $6,426-66.9% | $4,662-54.3% |
| Participant deferral / active EE | $2,620 | $9,806-73.3% | $9,132-71.3% | $6,690-60.8% |
| Admin fee / account holder | $1,307 | $16,376-92.0% | $13,909-90.6% | $13,400-90.2% |