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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 | $38,256 | $227,399-83.2% | $189,758-79.8% | $198,609-80.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.42% | 61.03%-45.6pp | 52.62%-37.2pp | 202.70%-187.3pp |
| Employer contribution / active EE | $3,244 | $5,526-41.3% | $4,767-31.9% | $5,055-35.8% |
| Participant deferral / active EE | $2,265 | $6,837-66.9% | $5,856-61.3% | $6,977-67.5% |
| Admin fee / account holder | $3,683 | $25,162-85.4% | $20,388-81.9% | $19,030-80.6% |