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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 | $8,270 | $209,336-96.0% | $197,124-95.8% | $137,256-94.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 24.75% | 48.09%-23.3pp | 44.34%-19.6pp | 220.34%-195.6pp |
| Employer contribution / active EE | $1,411 | $6,591-78.6% | $6,227-77.3% | $4,156-66.0% |
| Participant deferral / active EE | $1,701 | $9,614-82.3% | $9,135-81.4% | $6,407-73.5% |
| Admin fee / account holder | $823 | $17,308-95.2% | $16,298-94.9% | $12,270-93.3% |