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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 | $18,733 | $217,432-91.4% | $185,849-89.9% | $167,536-88.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.40% | 148.42%-138.0pp | 122.10%-111.7pp | 478.82%-468.4pp |
| Employer contribution / active EE | $1,886 | $5,875-67.9% | $5,169-63.5% | $4,839-61.0% |
| Participant deferral / active EE | $1,911 | $6,357-69.9% | $5,569-65.7% | $6,342-69.9% |
| Admin fee / account holder | $1,089 | $19,818-94.5% | $16,244-93.3% | $12,315-91.2% |