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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 | $9,280 | $211,224-95.6% | $178,505-94.8% | $145,897-93.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.56% | 30.28%-19.7pp | 27.16%-16.6pp | 552.29%-541.7pp |
| Employer contribution / active EE | $5,254 | $4,577+14.8% | $3,955+32.8% | $4,663+12.7% |
| Participant deferral / active EE | $971 | $6,966-86.1% | $6,280-84.5% | $6,689-85.5% |
| Admin fee / account holder | $5,067 | $12,109-58.2% | $10,428-51.4% | $13,390-62.2% |