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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 | $18,456 | $227,399-91.9% | $189,758-90.3% | $198,609-90.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 16.08% | 61.03%-44.9pp | 52.62%-36.5pp | 202.70%-186.6pp |
| Employer contribution / active EE | $4,777 | $5,526-13.6% | $4,767+0.2% | $5,055-5.5% |
| Participant deferral / active EE | $1,133 | $6,837-83.4% | $5,856-80.6% | $6,977-83.8% |
| Admin fee / account holder | $569 | $25,162-97.7% | $20,388-97.2% | $19,030-97.0% |