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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 | $14,759 | $162,136-90.9% | $152,301-90.3% | $154,746-90.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 56.34% | 91.02%-34.7pp | 80.50%-24.2pp | 172.34%-116.0pp |
| Employer contribution / active EE | $1,004 | $4,890-79.5% | $4,624-78.3% | $4,379-77.1% |
| Participant deferral / active EE | $2,599 | $8,341-68.8% | $8,004-67.5% | $6,730-61.4% |
| Admin fee / account holder | $620 | $15,759-96.1% | $14,398-95.7% | $14,365-95.7% |