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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 | $11,173 | $127,386-91.2% | $115,037-90.3% | $125,393-91.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 55.28% | 31.28%+24.0pp | 26.14%+29.1pp | 282.23%-227.0pp |
| Employer contribution / active EE | $1,137 | $5,166-78.0% | $4,608-75.3% | $4,866-76.6% |
| Participant deferral / active EE | $1,369 | $6,423-78.7% | $6,026-77.3% | $5,351-74.4% |
| Admin fee / account holder | $1,609 | $9,516-83.1% | $8,175-80.3% | $9,541-83.1% |