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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 | $16,401 | $175,231-90.6% | $149,696-89.0% | $139,466-88.2% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 19.87% | 166.77%-146.9pp | 134.46%-114.6pp | 373.66%-353.8pp |
| Employer contribution / active EE | $3,285 | $5,478-40.0% | $4,821-31.9% | $4,754-30.9% |
| Participant deferral / active EE | $1,827 | $6,521-72.0% | $5,682-67.8% | $6,712-72.8% |
| Admin fee / account holder | $1,118 | $16,155-93.1% | $13,212-91.5% | $11,409-90.2% |