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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 | $6,451 | $108,882-94.1% | $96,754-93.3% | $154,746-95.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 15.46% | 98.39%-82.9pp | 82.04%-66.6pp | 172.34%-156.9pp |
| Employer contribution / active EE | $4,142 | $3,018+37.3% | $2,679+54.6% | $4,379-5.4% |
| Participant deferral / active EE | $448 | $5,323-91.6% | $4,758-90.6% | $6,730-93.3% |
| Admin fee / account holder | $999 | $10,200-90.2% | $8,905-88.8% | $14,365-93.0% |