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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 | $8,765 | $178,174-95.1% | $156,181-94.4% | $137,256-93.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.00% | 84.19%-71.2pp | 64.87%-51.9pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,107 | $4,972-77.7% | $4,294-74.2% | $4,156-73.4% |
| Participant deferral / active EE | $1,361 | $6,888-80.2% | $6,132-77.8% | $6,407-78.8% |
| Admin fee / account holder | $1,301 | $17,404-92.5% | $14,586-91.1% | $12,270-89.4% |