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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 | $17,079 | $275,752-93.8% | $256,809-93.3% | $198,609-91.4% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 11.89% | 34.81%-22.9pp | 32.73%-20.8pp | 202.70%-190.8pp |
| Employer contribution / active EE | $2,479 | $7,721-67.9% | $7,263-65.9% | $5,055-51.0% |
| Participant deferral / active EE | $4,142 | $10,037-58.7% | $9,520-56.5% | $6,977-40.6% |
| Admin fee / account holder | $12,662 | $25,716-50.8% | $25,146-49.6% | $19,030-33.5% |