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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 | $29,132 | $196,972-85.2% | $182,262-84.0% | $198,609-85.3% |
| Participation rate | 77.8% | 85.7%-7.9pp | 84.2%-6.4pp | 82.4%-4.6pp |
| Annual return | 22.90% | 158.27%-135.4pp | 140.60%-117.7pp | 202.70%-179.8pp |
| Employer contribution / active EE | $2,300 | $5,364-57.1% | $5,046-54.4% | $5,055-54.5% |
| Participant deferral / active EE | $2,953 | $8,643-65.8% | $8,276-64.3% | $6,977-57.7% |
| Admin fee / account holder | $5,786 | $18,429-68.6% | $16,712-65.4% | $19,030-69.6% |