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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 | $32,098 | $227,399-85.9% | $189,758-83.1% | $198,609-83.8% |
| Participation rate | 92.9% | 84.0%+8.9pp | 79.8%+13.1pp | 82.4%+10.5pp |
| Annual return | 20.97% | 61.03%-40.1pp | 52.62%-31.6pp | 202.70%-181.7pp |
| Employer contribution / active EE | $2,094 | $5,526-62.1% | $4,767-56.1% | $5,055-58.6% |
| Participant deferral / active EE | $3,084 | $6,837-54.9% | $5,856-47.3% | $6,977-55.8% |
| Admin fee / account holder | $816 | $25,162-96.8% | $20,388-96.0% | $19,030-95.7% |