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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 | $9,853 | $227,399-95.7% | $189,758-94.8% | $198,609-95.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 11.11% | 61.03%-49.9pp | 52.62%-41.5pp | 202.70%-191.6pp |
| Employer contribution / active EE | $2,214 | $5,526-59.9% | $4,767-53.5% | $5,055-56.2% |
| Participant deferral / active EE | $834 | $6,837-87.8% | $5,856-85.8% | $6,977-88.0% |
| Admin fee / account holder | $1,593 | $25,162-93.7% | $20,388-92.2% | $19,030-91.6% |