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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 | $19,069 | $197,637-90.4% | $177,848-89.3% | $158,982-88.0% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.7%+7.0pp | 82.0%+12.8pp |
| Annual return | 10.03% | 58.77%-48.7pp | 48.33%-38.3pp | 302.99%-293.0pp |
| Employer contribution / active EE | $2,036 | $6,698-69.6% | $5,919-65.6% | $4,763-57.3% |
| Participant deferral / active EE | $2,712 | $8,405-67.7% | $7,714-64.8% | $5,983-54.7% |
| Admin fee / account holder | $1,087 | $15,406-92.9% | $12,431-91.3% | $11,252-90.3% |