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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 | $10,575 | $102,828-89.7% | $105,387-90.0% | $152,897-93.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.59% | 20.85%+0.7pp | 26.82%-5.2pp | 345.43%-323.8pp |
| Employer contribution / active EE | $2,161 | $4,473-51.7% | $4,213-48.7% | $4,764-54.6% |
| Participant deferral / active EE | $1,276 | $5,465-76.6% | $5,502-76.8% | $5,851-78.2% |
| Admin fee / account holder | $1,004 | $8,683-88.4% | $6,559-84.7% | $11,599-91.3% |