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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 | $19,180 | $289,211-93.4% | $260,467-92.6% | $198,609-90.3% |
| Participation rate | 95.7% | 83.1%+12.5pp | 80.5%+15.2pp | 82.4%+13.3pp |
| Annual return | 9.19% | 112.90%-103.7pp | 100.60%-91.4pp | 202.70%-193.5pp |
| Employer contribution / active EE | $2,178 | $4,663-53.3% | $4,239-48.6% | $5,055-56.9% |
| Participant deferral / active EE | $1,478 | $6,812-78.3% | $6,319-76.6% | $6,977-78.8% |
| Admin fee / account holder | $2,017 | $16,236-87.6% | $15,461-87.0% | $19,030-89.4% |