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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 | $21,247 | $157,296-86.5% | $141,191-85.0% | $152,897-86.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.04% | 64.34%-46.3pp | 71.41%-53.4pp | 345.43%-327.4pp |
| Employer contribution / active EE | $1,800 | $5,262-65.8% | $4,736-62.0% | $4,764-62.2% |
| Participant deferral / active EE | $1,204 | $7,111-83.1% | $6,710-82.1% | $5,851-79.4% |
| Admin fee / account holder | $1,373 | $12,125-88.7% | $10,264-86.6% | $11,599-88.2% |