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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 | $17,815 | $176,794-89.9% | $146,647-87.9% | $167,553-89.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.90% | 24.04%-11.1pp | 22.75%-9.8pp | 478.89%-466.0pp |
| Employer contribution / active EE | $1,853 | $5,161-64.1% | $4,137-55.2% | $4,840-61.7% |
| Participant deferral / active EE | $1,950 | $6,440-69.7% | $5,506-64.6% | $6,343-69.3% |
| Admin fee / account holder | $396 | $13,262-97.0% | $10,281-96.1% | $12,316-96.8% |