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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 | $10,019 | $157,296-93.6% | $141,191-92.9% | $152,897-93.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 16.59% | 64.34%-47.7pp | 71.41%-54.8pp | 345.43%-328.8pp |
| Employer contribution / active EE | $1,664 | $5,262-68.4% | $4,736-64.9% | $4,764-65.1% |
| Participant deferral / active EE | $2,237 | $7,111-68.5% | $6,710-66.7% | $5,851-61.8% |
| Admin fee / account holder | $2,932 | $12,125-75.8% | $10,264-71.4% | $11,599-74.7% |