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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 | $25,543 | $209,422-87.8% | $178,503-85.7% | $158,982-83.9% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 18.45% | 188.81%-170.4pp | 151.12%-132.7pp | 302.99%-284.5pp |
| Employer contribution / active EE | $6,481 | $5,707+13.6% | $5,011+29.3% | $4,763+36.1% |
| Participant deferral / active EE | $883 | $5,955-85.2% | $5,202-83.0% | $5,983-85.2% |
| Admin fee / account holder | $3,429 | $17,079-79.9% | $13,987-75.5% | $11,252-69.5% |