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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 | $12,017 | $196,972-93.9% | $182,262-93.4% | $198,609-93.9% |
| Participation rate | 95.8% | 85.7%+10.1pp | 84.2%+11.6pp | 82.4%+13.5pp |
| Annual return | 22.66% | 158.27%-135.6pp | 140.60%-117.9pp | 202.70%-180.0pp |
| Employer contribution / active EE | $1,472 | $5,364-72.6% | $5,046-70.8% | $5,055-70.9% |
| Participant deferral / active EE | $3,154 | $8,643-63.5% | $8,276-61.9% | $6,977-54.8% |
| Admin fee / account holder | $452 | $18,429-97.5% | $16,712-97.3% | $19,030-97.6% |