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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 | $14,780 | $223,823-93.4% | $211,142-93.0% | $154,746-90.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.89% | 50.39%-36.5pp | 46.84%-33.0pp | 172.34%-158.5pp |
| Employer contribution / active EE | $1,893 | $6,787-72.1% | $6,442-70.6% | $4,379-56.8% |
| Participant deferral / active EE | $1,893 | $9,750-80.6% | $9,284-79.6% | $6,730-71.9% |
| Admin fee / account holder | $2,187 | $19,707-88.9% | $19,076-88.5% | $14,365-84.8% |