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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 | $13,627 | $171,492-92.1% | $150,734-91.0% | $198,609-93.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 12.17% | 804.70%-792.5pp | 600.81%-588.6pp | 202.70%-190.5pp |
| Employer contribution / active EE | $2,579 | $5,470-52.9% | $4,918-47.6% | $5,055-49.0% |
| Participant deferral / active EE | $355 | $6,259-94.3% | $5,610-93.7% | $6,977-94.9% |
| Admin fee / account holder | $1,489 | $17,628-91.6% | $14,905-90.0% | $19,030-92.2% |