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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 | $10,752 | $176,120-93.9% | $159,487-93.3% | $167,553-93.6% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 16.48% | 331.95%-315.5pp | 263.71%-247.2pp | 478.89%-462.4pp |
| Employer contribution / active EE | $2,778 | $5,299-47.6% | $4,831-42.5% | $4,840-42.6% |
| Participant deferral / active EE | $1,937 | $7,752-75.0% | $7,354-73.7% | $6,343-69.5% |
| Admin fee / account holder | $379 | $12,561-97.0% | $10,804-96.5% | $12,316-96.9% |