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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 | $11,183 | $196,972-94.3% | $182,262-93.9% | $198,609-94.4% |
| Participation rate | 73.3% | 85.7%-12.4pp | 84.2%-10.9pp | 82.4%-9.0pp |
| Annual return | 23.49% | 158.27%-134.8pp | 140.60%-117.1pp | 202.70%-179.2pp |
| Employer contribution / active EE | $3,254 | $5,364-39.3% | $5,046-35.5% | $5,055-35.6% |
| Participant deferral / active EE | $3,070 | $8,643-64.5% | $8,276-62.9% | $6,977-56.0% |
| Admin fee / account holder | $312 | $18,429-98.3% | $16,712-98.1% | $19,030-98.4% |