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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 | $29,558 | $196,972-85.0% | $182,262-83.8% | $198,609-85.1% |
| Participation rate | 72.2% | 85.7%-13.5pp | 84.2%-12.0pp | 82.4%-10.2pp |
| Annual return | 13.31% | 158.27%-145.0pp | 140.60%-127.3pp | 202.70%-189.4pp |
| Employer contribution / active EE | $2,296 | $5,364-57.2% | $5,046-54.5% | $5,055-54.6% |
| Participant deferral / active EE | $2,648 | $8,643-69.4% | $8,276-68.0% | $6,977-62.0% |
| Admin fee / account holder | $3,507 | $18,429-81.0% | $16,712-79.0% | $19,030-81.6% |