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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 | $17,023 | $183,978-90.7% | $162,171-89.5% | $152,885-88.9% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 22.86% | 150.78%-127.9pp | 115.60%-92.7pp | 345.39%-322.5pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,666 | $8,033-66.8% | $7,297-63.5% | $5,851-54.4% |
| Admin fee / account holder | $4,060 | $13,122-69.1% | $10,843-62.6% | $11,598-65.0% |