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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 | $19,374 | $165,399-88.3% | $149,745-87.1% | $158,982-87.8% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 11.51% | 348.34%-336.8pp | 276.72%-265.2pp | 302.99%-291.5pp |
| Employer contribution / active EE | $2,372 | $5,105-53.5% | $4,646-48.9% | $4,763-50.2% |
| Participant deferral / active EE | $1,441 | $7,183-79.9% | $6,843-78.9% | $5,983-75.9% |
| Admin fee / account holder | $846 | $10,811-92.2% | $9,312-90.9% | $11,252-92.5% |