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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 | $8,945 | $167,352-94.7% | $143,788-93.8% | $134,509-93.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 7.40% | 0.47%+6.9pp | -0.03%+7.4pp | 418.13%-410.7pp |
| Employer contribution / active EE | $4,412 | $5,620-21.5% | $4,952-10.9% | $4,741-6.9% |
| Participant deferral / active EE | $1,364 | $6,447-78.8% | $5,638-75.8% | $6,400-78.7% |
| Admin fee / account holder | $2,332 | $18,091-87.1% | $14,675-84.1% | $11,427-79.6% |