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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 | $16,031 | $152,612-89.5% | $125,192-87.2% | $152,897-89.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 15.23% | 54.85%-39.6pp | 43.79%-28.6pp | 345.43%-330.2pp |
| Employer contribution / active EE | $1,516 | $4,947-69.4% | $3,866-60.8% | $4,764-68.2% |
| Participant deferral / active EE | $1,547 | $5,868-73.6% | $4,937-68.7% | $5,851-73.6% |
| Admin fee / account holder | $2,874 | $13,437-78.6% | $9,704-70.4% | $11,599-75.2% |