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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 | $12,515 | $148,582-91.6% | $135,942-90.8% | $139,456-91.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.23% | 79.26%-64.0pp | 68.28%-53.0pp | 373.45%-358.2pp |
| Employer contribution / active EE | $1,454 | $5,245-72.3% | $4,858-70.1% | $4,753-69.4% |
| Participant deferral / active EE | $2,378 | $8,101-70.6% | $7,759-69.3% | $6,711-64.6% |
| Admin fee / account holder | $754 | $12,402-93.9% | $10,764-93.0% | $11,407-93.4% |