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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 | $17,113 | $198,457-91.4% | $170,435-90.0% | $147,586-88.4% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 23.10% | 257.30%-234.2pp | 205.94%-182.8pp | 578.59%-555.5pp |
| Employer contribution / active EE | $2,186 | $6,183-64.7% | $5,432-59.8% | $4,876-55.2% |
| Participant deferral / active EE | $1,812 | $5,629-67.8% | $4,939-63.3% | $5,439-66.7% |
| Admin fee / account holder | $908 | $16,852-94.6% | $13,881-93.5% | $10,886-91.7% |