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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 | $185,312-94.7% | $161,489-93.9% | $154,746-93.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.11% | 103.84%-92.7pp | 89.72%-78.6pp | 172.34%-161.2pp |
| Employer contribution / active EE | $2,214 | $4,769-53.6% | $4,268-48.1% | $4,379-49.4% |
| Participant deferral / active EE | $834 | $6,350-86.9% | $5,630-85.2% | $6,730-87.6% |
| Admin fee / account holder | $1,593 | $18,654-91.5% | $16,006-90.0% | $14,365-88.9% |