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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 | $9,449 | $176,105-94.6% | $159,474-94.1% | $167,536-94.4% |
| Participation rate | 91.7% | 85.0%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 35.59% | 331.91%-296.3pp | 263.68%-228.1pp | 478.82%-443.2pp |
| Employer contribution / active EE | $2,277 | $5,299-57.0% | $4,831-52.9% | $4,839-52.9% |
| Participant deferral / active EE | $2,247 | $7,751-71.0% | $7,353-69.4% | $6,342-64.6% |
| Admin fee / account holder | $3,215 | $12,559-74.4% | $10,802-70.2% | $12,315-73.9% |