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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 | $7,907 | $212,386-96.3% | $199,883-96.0% | $138,895-94.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 37.65% | 47.75%-10.1pp | 43.81%-6.2pp | 145.39%-107.7pp |
| Employer contribution / active EE | $2,233 | $6,625-66.3% | $6,261-64.3% | $4,194-46.8% |
| Participant deferral / active EE | $2,523 | $9,617-73.8% | $9,138-72.4% | $6,396-60.6% |
| Admin fee / account holder | $379 | $18,233-97.9% | $17,268-97.8% | $12,562-97.0% |