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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 | $22,731 | $89,259-74.5% | $107,187-78.8% | $82,637-72.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 19.89% | 21.02%-1.1pp | 204.55%-184.7pp | 53.51%-33.6pp |
| Employer contribution / active EE | $10,629 | $3,080+245.1% | $3,782+181.0% | $2,552+316.5% |
| Participant deferral / active EE | $663 | $4,037-83.6% | $5,096-87.0% | $4,126-83.9% |
| Admin fee / account holder | $2,031 | $7,381-72.5% | $9,162-77.8% | $7,339-72.3% |