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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 | $18,290 | $142,426-87.2% | $115,167-84.1% | $152,909-88.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 18.17% | 41.48%-23.3pp | 35.60%-17.4pp | 345.46%-327.3pp |
| Employer contribution / active EE | $1,151 | $4,011-71.3% | $3,179-63.8% | $4,764-75.8% |
| Participant deferral / active EE | $523 | $5,165-89.9% | $4,169-87.5% | $5,851-91.1% |
| Admin fee / account holder | $431 | $8,464-94.9% | $7,089-93.9% | $11,601-96.3% |