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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 | $14,881 | $165,381-91.0% | $149,730-90.1% | $158,966-90.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.22% | 348.29%-338.1pp | 276.70%-266.5pp | 302.95%-292.7pp |
| Employer contribution / active EE | $1,661 | $5,104-67.5% | $4,645-64.3% | $4,762-65.1% |
| Participant deferral / active EE | $2,257 | $7,182-68.6% | $6,843-67.0% | $5,983-62.3% |
| Admin fee / account holder | $1,161 | $10,809-89.3% | $9,310-87.5% | $11,250-89.7% |