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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 | $18,100 | $79,045-77.1% | $100,378-82.0% | $74,429-75.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 0.00% | 20.61%-20.6pp | 49.41%-49.4pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $1,266 | $3,015-58.0% | $3,942-67.9% | $2,625-51.8% |
| Participant deferral / active EE | $2,256 | $7,751-70.9% | $8,087-72.1% | $4,348-48.1% |
| Admin fee / account holder | $1,899 | $1,335+42.3% | $7,899-76.0% | $1,944-2.3% |