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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 | $21,913 | $99,994-78.1% | $146,643-85.1% | $85,847-74.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 12.53% | 18.93%-6.4pp | 22.75%-10.2pp | 318.61%-306.1pp |
| Employer contribution / active EE | $5,011 | $2,559+95.8% | $4,137+21.1% | $2,565+95.4% |
| Participant deferral / active EE | $1,710 | $4,006-57.3% | $5,506-68.9% | $3,952-56.7% |
| Admin fee / account holder | $360 | $7,703-95.3% | $10,280-96.5% | $6,261-94.2% |