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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 | $12,654 | $185,312-93.2% | $161,489-92.2% | $154,746-91.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 21.89% | 103.84%-82.0pp | 89.72%-67.8pp | 172.34%-150.4pp |
| Employer contribution / active EE | $1,769 | $4,769-62.9% | $4,268-58.5% | $4,379-59.6% |
| Participant deferral / active EE | $1,837 | $6,350-71.1% | $5,630-67.4% | $6,730-72.7% |
| Admin fee / account holder | $452 | $18,654-97.6% | $16,006-97.2% | $14,365-96.9% |