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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 | $13,625 | $176,077-92.3% | $159,455-91.5% | $167,518-91.9% |
| Participation rate | 81.3% | 84.9%-3.7pp | 82.8%-1.6pp | 82.1%-0.9pp |
| Annual return | 14.91% | 331.83%-316.9pp | 263.63%-248.7pp | 478.71%-463.8pp |
| Employer contribution / active EE | $1,684 | $5,298-68.2% | $4,830-65.1% | $4,838-65.2% |
| Participant deferral / active EE | $2,253 | $7,751-70.9% | $7,353-69.4% | $6,342-64.5% |
| Admin fee / account holder | $2,405 | $12,556-80.8% | $10,800-77.7% | $12,312-80.5% |