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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 | $36,202 | $227,399-84.1% | $189,758-80.9% | $198,609-81.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.38% | 61.03%-44.7pp | 52.62%-36.2pp | 202.70%-186.3pp |
| Employer contribution / active EE | $5,122 | $5,526-7.3% | $4,767+7.5% | $5,055+1.3% |
| Participant deferral / active EE | $2,499 | $6,837-63.5% | $5,856-57.3% | $6,977-64.2% |
| Admin fee / account holder | $1,044 | $25,162-95.9% | $20,388-94.9% | $19,030-94.5% |