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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 | $209,336-94.7% | $197,124-94.4% | $137,256-92.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 24.10% | 48.09%-24.0pp | 44.34%-20.2pp | 220.34%-196.2pp |
| Employer contribution / active EE | $1,543 | $6,591-76.6% | $6,227-75.2% | $4,156-62.9% |
| Participant deferral / active EE | $2,334 | $9,614-75.7% | $9,135-74.5% | $6,407-63.6% |
| Admin fee / account holder | $1,206 | $17,308-93.0% | $16,298-92.6% | $12,270-90.2% |