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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 | $21,040 | $127,387-83.5% | $115,038-81.7% | $125,389-83.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.35% | 31.28%-32.6pp | 26.14%-27.5pp | 282.24%-283.6pp |
| Employer contribution / active EE | $2,739 | $5,166-47.0% | $4,608-40.5% | $4,866-43.7% |
| Participant deferral / active EE | $1,795 | $6,423-72.1% | $6,026-70.2% | $5,352-66.5% |
| Admin fee / account holder | $1,105 | $9,516-88.4% | $8,175-86.5% | $9,541-88.4% |