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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 | $167,087 | $538,095-68.9% | $477,111-65.0% | $382,429-56.3% |
| Participation rate | 100.0% | 90.5%+9.5pp | 88.9%+11.1pp | 87.7%+12.3pp |
| Annual return | 11.89% | 104.06%-92.2pp | 101.90%-90.0pp | 248.85%-237.0pp |
| Employer contribution / active EE | $0 | $9,361-100.0% | $8,708-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $20,320 | $7,856+158.7% | $7,539+169.5% | $5,727+254.8% |
| Admin fee / account holder | $3,272 | $48,739-93.3% | $42,132-92.2% | $30,732-89.4% |