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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 | $17,223 | $176,077-90.2% | $159,455-89.2% | $167,518-89.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.57% | 331.83%-317.3pp | 263.63%-249.1pp | 478.71%-464.1pp |
| Employer contribution / active EE | $2,626 | $5,298-50.4% | $4,830-45.6% | $4,838-45.7% |
| Participant deferral / active EE | $2,475 | $7,751-68.1% | $7,353-66.3% | $6,342-61.0% |
| Admin fee / account holder | $1,556 | $12,556-87.6% | $10,800-85.6% | $12,312-87.4% |