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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 | $19,038 | $157,304-87.9% | $141,197-86.5% | $152,909-87.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.97% | 64.34%-42.4pp | 71.41%-49.4pp | 345.46%-323.5pp |
| Employer contribution / active EE | $1,049 | $5,263-80.1% | $4,736-77.9% | $4,764-78.0% |
| Participant deferral / active EE | $1,490 | $7,111-79.0% | $6,710-77.8% | $5,851-74.5% |
| Admin fee / account holder | $13,256 | $12,126+9.3% | $10,265+29.1% | $11,601+14.3% |