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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 | $22,615 | $209,425-89.2% | $178,499-87.3% | $158,966-85.8% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 12.17% | 188.80%-176.6pp | 151.10%-138.9pp | 302.95%-290.8pp |
| Employer contribution / active EE | $1,725 | $5,707-69.8% | $5,011-65.6% | $4,762-63.8% |
| Participant deferral / active EE | $1,725 | $5,955-71.0% | $5,202-66.9% | $5,983-71.2% |
| Admin fee / account holder | $2,488 | $17,078-85.4% | $13,986-82.2% | $11,250-77.9% |