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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 | $35,473 | $227,399-84.4% | $189,758-81.3% | $198,609-82.1% |
| Participation rate | 95.0% | 84.0%+11.0pp | 79.8%+15.2pp | 82.4%+12.6pp |
| Annual return | 13.64% | 61.03%-47.4pp | 52.62%-39.0pp | 202.70%-189.1pp |
| Employer contribution / active EE | $3,943 | $5,526-28.6% | $4,767-17.3% | $5,055-22.0% |
| Participant deferral / active EE | $3,102 | $6,837-54.6% | $5,856-47.0% | $6,977-55.5% |
| Admin fee / account holder | $1,646 | $25,162-93.5% | $20,388-91.9% | $19,030-91.3% |