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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 | $7,723 | $227,291-96.6% | $214,702-96.4% | $155,188-95.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 19.07% | 60.08%-41.0pp | 54.55%-35.5pp | 148.84%-129.8pp |
| Employer contribution / active EE | $1,580 | $6,772-76.7% | $6,461-75.5% | $4,248-62.8% |
| Participant deferral / active EE | $2,536 | $9,582-73.5% | $9,147-72.3% | $6,531-61.2% |
| Admin fee / account holder | $1,301 | $20,413-93.6% | $19,830-93.4% | $14,480-91.0% |