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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 | $15,938 | $125,193-87.3% | $105,591-84.9% | $145,978-89.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.42% | 225.53%-211.1pp | 116.43%-102.0pp | 550.52%-536.1pp |
| Employer contribution / active EE | $1,357 | $3,718-63.5% | $3,166-57.1% | $4,662-70.9% |
| Participant deferral / active EE | $867 | $5,708-84.8% | $5,008-82.7% | $6,690-87.0% |
| Admin fee / account holder | $325 | $17,277-98.1% | $11,024-97.1% | $13,400-97.6% |