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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 | $174,379-94.3% | $152,093-93.5% | $138,895-92.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.11% | 74.86%-63.7pp | 66.36%-55.2pp | 145.39%-134.3pp |
| Employer contribution / active EE | $2,214 | $4,652-52.4% | $4,175-47.0% | $4,194-47.2% |
| Participant deferral / active EE | $834 | $6,159-86.5% | $5,451-84.7% | $6,396-87.0% |
| Admin fee / account holder | $1,593 | $16,880-90.6% | $14,497-89.0% | $12,562-87.3% |