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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 | $11,022 | $212,386-94.8% | $199,883-94.5% | $138,895-92.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 24.10% | 47.75%-23.7pp | 43.81%-19.7pp | 145.39%-121.3pp |
| Employer contribution / active EE | $1,543 | $6,625-76.7% | $6,261-75.4% | $4,194-63.2% |
| Participant deferral / active EE | $2,334 | $9,617-75.7% | $9,138-74.5% | $6,396-63.5% |
| Admin fee / account holder | $1,206 | $18,233-93.4% | $17,268-93.0% | $12,562-90.4% |