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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 | $19,066 | $196,972-90.3% | $182,262-89.5% | $198,609-90.4% |
| Participation rate | 93.8% | 85.7%+8.1pp | 84.2%+9.5pp | 82.4%+11.4pp |
| Annual return | 39.85% | 158.27%-118.4pp | 140.60%-100.8pp | 202.70%-162.9pp |
| Employer contribution / active EE | $2,180 | $5,364-59.4% | $5,046-56.8% | $5,055-56.9% |
| Participant deferral / active EE | $3,055 | $8,643-64.7% | $8,276-63.1% | $6,977-56.2% |
| Admin fee / account holder | $2,925 | $18,429-84.1% | $16,712-82.5% | $19,030-84.6% |