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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 | $19,004 | $176,105-89.2% | $159,474-88.1% | $167,536-88.7% |
| Participation rate | 73.9% | 85.0%-11.0pp | 82.8%-8.9pp | 82.1%-8.2pp |
| Annual return | 19.43% | 331.91%-312.5pp | 263.68%-244.2pp | 478.82%-459.4pp |
| Employer contribution / active EE | $1,606 | $5,299-69.7% | $4,831-66.8% | $4,839-66.8% |
| Participant deferral / active EE | $2,467 | $7,751-68.2% | $7,353-66.5% | $6,342-61.1% |
| Admin fee / account holder | $356 | $12,559-97.2% | $10,802-96.7% | $12,315-97.1% |