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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 | $23,701 | $162,812-85.4% | $133,971-82.3% | $158,966-85.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.80% | 41.94%-29.1pp | 45.09%-32.3pp | 302.95%-290.1pp |
| Employer contribution / active EE | $1,346 | $4,976-73.0% | $3,919-65.7% | $4,762-71.7% |
| Participant deferral / active EE | $1,568 | $5,910-73.5% | $5,047-68.9% | $5,983-73.8% |
| Admin fee / account holder | $319 | $11,741-97.3% | $8,929-96.4% | $11,250-97.2% |