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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 | $17,952 | $226,090-92.1% | $182,531-90.2% | $152,885-88.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 23.57% | 192.57%-169.0pp | 148.57%-125.0pp | 345.39%-321.8pp |
| Employer contribution / active EE | $880 | $4,978-82.3% | $4,075-78.4% | $4,763-81.5% |
| Participant deferral / active EE | $1,159 | $6,369-81.8% | $5,525-79.0% | $5,851-80.2% |
| Admin fee / account holder | $770 | $10,705-92.8% | $8,593-91.0% | $11,598-93.4% |