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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 | $26,704 | $183,988-85.5% | $162,177-83.5% | $152,897-82.5% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.6%+6.6pp | 82.5%+11.7pp |
| Annual return | 22.51% | 150.79%-128.3pp | 115.60%-93.1pp | 345.43%-322.9pp |
| Employer contribution / active EE | $1,502 | $6,370-76.4% | $5,613-73.2% | $4,764-68.5% |
| Participant deferral / active EE | $2,342 | $8,032-70.8% | $7,297-67.9% | $5,851-60.0% |
| Admin fee / account holder | $1,121 | $13,123-91.5% | $10,843-89.7% | $11,599-90.3% |