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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 | $8,778 | $103,387-91.5% | $87,102-89.9% | $152,885-94.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 14.01% | 28.10%-14.1pp | 28.19%-14.2pp | 345.39%-331.4pp |
| Employer contribution / active EE | $2,839 | $3,221-11.9% | $2,521+12.6% | $4,763-40.4% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,117 | $12,193-90.8% | $7,491-85.1% | $11,598-90.4% |