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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 | $4,897 | $174,379-97.2% | $152,093-96.8% | $138,895-96.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.97% | 74.86%-55.9pp | 66.36%-47.4pp | 145.39%-126.4pp |
| Employer contribution / active EE | $1,683 | $4,652-63.8% | $4,175-59.7% | $4,194-59.9% |
| Participant deferral / active EE | $809 | $6,159-86.9% | $5,451-85.2% | $6,396-87.3% |
| Admin fee / account holder | $1,601 | $16,880-90.5% | $14,497-89.0% | $12,562-87.3% |