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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 | $11,931 | $201,372-94.1% | $184,260-93.5% | $145,884-91.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.90% | 29.04%-13.1pp | 28.84%-12.9pp | 551.85%-535.9pp |
| Employer contribution / active EE | $1,829 | $7,024-74.0% | $6,427-71.5% | $4,662-60.8% |
| Participant deferral / active EE | $2,764 | $9,808-71.8% | $9,133-69.7% | $6,690-58.7% |
| Admin fee / account holder | $981 | $16,362-94.0% | $13,898-92.9% | $13,392-92.7% |