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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 | $23,272 | $99,994-76.7% | $146,643-84.1% | $85,847-72.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 16.86% | 18.93%-2.1pp | 22.75%-5.9pp | 318.61%-301.7pp |
| Employer contribution / active EE | $4,192 | $2,559+63.8% | $4,137+1.3% | $2,565+63.4% |
| Participant deferral / active EE | $1,704 | $4,006-57.5% | $5,506-69.0% | $3,952-56.9% |
| Admin fee / account holder | $658 | $7,703-91.5% | $10,280-93.6% | $6,261-89.5% |