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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 | $9,578 | $209,425-95.4% | $178,499-94.6% | $158,966-94.0% |
| Participation rate | 93.8% | 86.4%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 9.31% | 188.80%-179.5pp | 151.10%-141.8pp | 302.95%-293.6pp |
| Employer contribution / active EE | $1,347 | $5,707-76.4% | $5,011-73.1% | $4,762-71.7% |
| Participant deferral / active EE | $1,916 | $5,955-67.8% | $5,202-63.2% | $5,983-68.0% |
| Admin fee / account holder | $8,086 | $17,078-52.7% | $13,986-42.2% | $11,250-28.1% |