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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 | $14,462 | $156,398-90.8% | $147,318-90.2% | $138,895-89.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.45% | 78.75%-61.3pp | 70.43%-53.0pp | 145.39%-127.9pp |
| Employer contribution / active EE | $1,397 | $4,853-71.2% | $4,593-69.6% | $4,194-66.7% |
| Participant deferral / active EE | $2,320 | $8,237-71.8% | $7,906-70.7% | $6,396-63.7% |
| Admin fee / account holder | $2,254 | $14,976-85.0% | $13,708-83.6% | $12,562-82.1% |