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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 | $29,172 | $196,972-85.2% | $182,262-84.0% | $198,609-85.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.63% | 158.27%-137.6pp | 140.60%-120.0pp | 202.70%-182.1pp |
| Employer contribution / active EE | $2,514 | $5,364-53.1% | $5,046-50.2% | $5,055-50.3% |
| Participant deferral / active EE | $3,503 | $8,643-59.5% | $8,276-57.7% | $6,977-49.8% |
| Admin fee / account holder | $1,010 | $18,429-94.5% | $16,712-94.0% | $19,030-94.7% |