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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 | $209,336-96.3% | $197,124-96.1% | $137,256-94.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.07% | 48.09%-29.0pp | 44.34%-25.3pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,580 | $6,591-76.0% | $6,227-74.6% | $4,156-62.0% |
| Participant deferral / active EE | $2,536 | $9,614-73.6% | $9,135-72.2% | $6,407-60.4% |
| Admin fee / account holder | $1,301 | $17,308-92.5% | $16,298-92.0% | $12,270-89.4% |