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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 | $13,131 | $185,312-92.9% | $161,489-91.9% | $154,746-91.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.99% | 103.84%-85.9pp | 89.72%-71.7pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,420 | $4,769-70.2% | $4,268-66.7% | $4,379-67.6% |
| Participant deferral / active EE | $806 | $6,350-87.3% | $5,630-85.7% | $6,730-88.0% |
| Admin fee / account holder | $330 | $18,654-98.2% | $16,006-97.9% | $14,365-97.7% |