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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 | $21,945 | $289,211-92.4% | $260,467-91.6% | $198,609-89.0% |
| Participation rate | 72.7% | 83.1%-10.4pp | 80.5%-7.7pp | 82.4%-9.7pp |
| Annual return | 15.78% | 112.90%-97.1pp | 100.60%-84.8pp | 202.70%-186.9pp |
| Employer contribution / active EE | $6,181 | $4,663+32.6% | $4,239+45.8% | $5,055+22.3% |
| Participant deferral / active EE | $582 | $6,812-91.5% | $6,319-90.8% | $6,977-91.7% |
| Admin fee / account holder | $1,077 | $16,236-93.4% | $15,461-93.0% | $19,030-94.3% |