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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 | $16,560 | $209,336-92.1% | $197,124-91.6% | $137,256-87.9% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 205.39% | 48.09%+157.3pp | 44.34%+161.0pp | 220.34%-15.0pp |
| Employer contribution / active EE | $1,863 | $6,591-71.7% | $6,227-70.1% | $4,156-55.2% |
| Participant deferral / active EE | $2,820 | $9,614-70.7% | $9,135-69.1% | $6,407-56.0% |
| Admin fee / account holder | $1,878 | $17,308-89.1% | $16,298-88.5% | $12,270-84.7% |