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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 | $21,319 | $157,276-86.4% | $141,177-84.9% | $152,885-86.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 27.25% | 64.33%-37.1pp | 71.40%-44.2pp | 345.39%-318.1pp |
| Employer contribution / active EE | $6,800 | $5,262+29.2% | $4,736+43.6% | $4,763+42.8% |
| Participant deferral / active EE | $1,953 | $7,110-72.5% | $6,710-70.9% | $5,851-66.6% |
| Admin fee / account holder | $5,235 | $12,123-56.8% | $10,263-49.0% | $11,598-54.9% |