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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 | $2,634 | $185,312-98.6% | $161,489-98.4% | $154,746-98.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.87% | 103.84%-90.0pp | 89.72%-75.9pp | 172.34%-158.5pp |
| Employer contribution / active EE | $1,106 | $4,769-76.8% | $4,268-74.1% | $4,379-74.7% |
| Participant deferral / active EE | $1,315 | $6,350-79.3% | $5,630-76.6% | $6,730-80.5% |
| Admin fee / account holder | $1,544 | $18,654-91.7% | $16,006-90.4% | $14,365-89.3% |