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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 | $17,588 | $176,120-90.0% | $159,487-89.0% | $167,553-89.5% |
| Participation rate | 94.7% | 85.0%+9.8pp | 82.8%+11.9pp | 82.1%+12.6pp |
| Annual return | 15.12% | 331.95%-316.8pp | 263.71%-248.6pp | 478.89%-463.8pp |
| Employer contribution / active EE | $2,324 | $5,299-56.1% | $4,831-51.9% | $4,840-52.0% |
| Participant deferral / active EE | $1,825 | $7,752-76.5% | $7,354-75.2% | $6,343-71.2% |
| Admin fee / account holder | $2,473 | $12,561-80.3% | $10,804-77.1% | $12,316-79.9% |