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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 | $20,329 | $185,905-89.1% | $170,057-88.0% | $139,487-85.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.73% | 60.56%-40.8pp | 53.42%-33.7pp | 373.84%-354.1pp |
| Employer contribution / active EE | $1,869 | $7,597-75.4% | $6,790-72.5% | $4,755-60.7% |
| Participant deferral / active EE | $2,814 | $11,627-75.8% | $10,411-73.0% | $6,713-58.1% |
| Admin fee / account holder | $1,891 | $15,397-87.7% | $12,826-85.3% | $11,407-83.4% |