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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 | $27,107 | $209,874-87.1% | $189,537-85.7% | $167,536-83.8% |
| Participation rate | 77.8% | 88.7%-10.9pp | 87.8%-10.0pp | 82.1%-4.3pp |
| Annual return | 16.07% | 748.61%-732.5pp | 555.34%-539.3pp | 478.82%-462.8pp |
| Employer contribution / active EE | $2,161 | $6,913-68.7% | $6,161-64.9% | $4,839-55.3% |
| Participant deferral / active EE | $2,999 | $8,934-66.4% | $8,220-63.5% | $6,342-52.7% |
| Admin fee / account holder | $1,174 | $14,299-91.8% | $12,048-90.3% | $12,315-90.5% |