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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 | $14,132 | $202,463-93.0% | $169,397-91.7% | $139,487-89.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 13.49% | 532.64%-519.1pp | 406.23%-392.7pp | 373.84%-360.4pp |
| Employer contribution / active EE | $685 | $4,694-85.4% | $4,013-82.9% | $4,755-85.6% |
| Participant deferral / active EE | $1,201 | $6,941-82.7% | $6,223-80.7% | $6,713-82.1% |
| Admin fee / account holder | $4,134 | $10,726-61.5% | $9,017-54.2% | $11,407-63.8% |