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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 | $1,736 | $172,111-99.0% | $150,298-98.8% | $137,256-98.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.55% | 69.37%-55.8pp | 62.79%-49.2pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,156 | $4,636-75.1% | $4,154-72.2% | $4,156-72.2% |
| Participant deferral / active EE | $1,156 | $6,166-81.2% | $5,453-78.8% | $6,407-81.9% |
| Admin fee / account holder | $1,314 | $16,471-92.0% | $14,116-90.7% | $12,270-89.3% |