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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 | $22,107 | $185,883-88.1% | $170,043-87.0% | $139,466-84.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.19% | 60.54%-45.3pp | 53.40%-38.2pp | 373.66%-358.5pp |
| Employer contribution / active EE | $1,981 | $7,596-73.9% | $6,790-70.8% | $4,754-58.3% |
| Participant deferral / active EE | $2,588 | $11,626-77.7% | $10,410-75.1% | $6,712-61.4% |
| Admin fee / account holder | $742 | $15,393-95.2% | $12,824-94.2% | $11,409-93.5% |