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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 | $25,037 | $197,637-87.3% | $177,848-85.9% | $158,982-84.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.84% | 58.77%-48.9pp | 48.33%-38.5pp | 302.99%-293.1pp |
| Employer contribution / active EE | $2,016 | $6,698-69.9% | $5,919-65.9% | $4,763-57.7% |
| Participant deferral / active EE | $2,668 | $8,405-68.3% | $7,714-65.4% | $5,983-55.4% |
| Admin fee / account holder | $4,898 | $15,406-68.2% | $12,431-60.6% | $11,252-56.5% |