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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 | $17,941 | $117,895-84.8% | $102,460-82.5% | $145,897-87.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.59% | 31.92%-17.3pp | 29.47%-14.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $5,135 | $3,619+41.9% | $3,025+69.7% | $4,663+10.1% |
| Participant deferral / active EE | $377 | $5,736-93.4% | $5,056-92.5% | $6,689-94.4% |
| Admin fee / account holder | $1,306 | $13,353-90.2% | $9,460-86.2% | $13,390-90.2% |