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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 | $37,487 | $227,399-83.5% | $189,758-80.2% | $198,609-81.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 17.98% | 61.03%-43.0pp | 52.62%-34.6pp | 202.70%-184.7pp |
| Employer contribution / active EE | $3,747 | $5,526-32.2% | $4,767-21.4% | $5,055-25.9% |
| Participant deferral / active EE | $2,370 | $6,837-65.3% | $5,856-59.5% | $6,977-66.0% |
| Admin fee / account holder | $7,000 | $25,162-72.2% | $20,388-65.7% | $19,030-63.2% |