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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 | $18,765 | $209,336-91.0% | $197,124-90.5% | $137,256-86.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.68% | 48.09%-28.4pp | 44.34%-24.7pp | 220.34%-200.7pp |
| Employer contribution / active EE | $3,910 | $6,591-40.7% | $6,227-37.2% | $4,156-5.9% |
| Participant deferral / active EE | $2,737 | $9,614-71.5% | $9,135-70.0% | $6,407-57.3% |
| Admin fee / account holder | $442 | $17,308-97.4% | $16,298-97.3% | $12,270-96.4% |