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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 | $32,644 | $197,637-83.5% | $177,848-81.6% | $158,982-79.5% |
| Participation rate | 85.0% | 88.5%-3.5pp | 87.7%-2.7pp | 82.0%+3.0pp |
| Annual return | 14.59% | 58.77%-44.2pp | 48.33%-33.7pp | 302.99%-288.4pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,610 | $8,405-80.8% | $7,714-79.1% | $5,983-73.1% |
| Admin fee / account holder | $2,822 | $15,406-81.7% | $12,431-77.3% | $11,252-74.9% |