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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 | $10,932 | $157,276-93.0% | $141,177-92.3% | $152,885-92.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.46% | 64.33%-43.9pp | 71.40%-50.9pp | 345.39%-324.9pp |
| Employer contribution / active EE | $1,434 | $5,262-72.8% | $4,736-69.7% | $4,763-69.9% |
| Participant deferral / active EE | $2,223 | $7,110-68.7% | $6,710-66.9% | $5,851-62.0% |
| Admin fee / account holder | $2,522 | $12,123-79.2% | $10,263-75.4% | $11,598-78.3% |