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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 | $9,527 | $154,228-93.8% | $145,433-93.4% | $137,256-93.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.17% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,835 | $4,804-61.8% | $4,554-59.7% | $4,156-55.8% |
| Participant deferral / active EE | $1,970 | $8,216-76.0% | $7,897-75.1% | $6,407-69.2% |
| Admin fee / account holder | $616 | $14,344-95.7% | $13,129-95.3% | $12,270-95.0% |