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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 | $21,886 | $201,344-89.1% | $184,243-88.1% | $145,877-85.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.75% | 29.01%-17.3pp | 28.82%-17.1pp | 551.28%-539.5pp |
| Employer contribution / active EE | $1,590 | $7,022-77.4% | $6,427-75.3% | $4,663-65.9% |
| Participant deferral / active EE | $2,850 | $9,807-70.9% | $9,132-68.8% | $6,691-57.4% |
| Admin fee / account holder | $1,535 | $16,382-90.6% | $13,914-89.0% | $13,402-88.5% |