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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 | $9,606 | $165,399-94.2% | $149,745-93.6% | $158,982-94.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.61% | 348.34%-327.7pp | 276.72%-256.1pp | 302.99%-282.4pp |
| Employer contribution / active EE | $1,529 | $5,105-70.0% | $4,646-67.1% | $4,763-67.9% |
| Participant deferral / active EE | $1,529 | $7,183-78.7% | $6,843-77.7% | $5,983-74.4% |
| Admin fee / account holder | $811 | $10,811-92.5% | $9,312-91.3% | $11,252-92.8% |