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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 | $34,842 | $227,399-84.7% | $189,758-81.6% | $198,609-82.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.48% | 61.03%-41.6pp | 52.62%-33.1pp | 202.70%-183.2pp |
| Employer contribution / active EE | $2,334 | $5,526-57.8% | $4,767-51.0% | $5,055-53.8% |
| Participant deferral / active EE | $2,458 | $6,837-64.0% | $5,856-58.0% | $6,977-64.8% |
| Admin fee / account holder | $1,946 | $25,162-92.3% | $20,388-90.5% | $19,030-89.8% |