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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 | $6,536 | $165,399-96.0% | $149,745-95.6% | $158,982-95.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.04% | 348.34%-332.3pp | 276.72%-260.7pp | 302.99%-287.0pp |
| Employer contribution / active EE | $1,143 | $5,105-77.6% | $4,646-75.4% | $4,763-76.0% |
| Participant deferral / active EE | $2,039 | $7,183-71.6% | $6,843-70.2% | $5,983-65.9% |
| Admin fee / account holder | $436 | $10,811-96.0% | $9,312-95.3% | $11,252-96.1% |