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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 | $15,104 | $209,428-92.8% | $178,498-91.5% | $158,950-90.5% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 14.64% | 188.78%-174.1pp | 151.09%-136.5pp | 302.91%-288.3pp |
| Employer contribution / active EE | $1,642 | $5,707-71.2% | $5,011-67.2% | $4,762-65.5% |
| Participant deferral / active EE | $1,068 | $5,955-82.1% | $5,202-79.5% | $5,983-82.1% |
| Admin fee / account holder | $2,028 | $17,077-88.1% | $13,985-85.5% | $11,248-82.0% |