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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 | $23,445 | $217,432-89.2% | $185,849-87.4% | $167,536-86.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.56% | 148.42%-135.9pp | 122.10%-109.5pp | 478.82%-466.3pp |
| Employer contribution / active EE | $2,149 | $5,875-63.4% | $5,169-58.4% | $4,839-55.6% |
| Participant deferral / active EE | $1,904 | $6,357-70.1% | $5,569-65.8% | $6,342-70.0% |
| Admin fee / account holder | $11,779 | $19,818-40.6% | $16,244-27.5% | $12,315-4.4% |