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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 | $6,706 | $201,344-96.7% | $184,243-96.4% | $145,877-95.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.14% | 29.01%-13.9pp | 28.82%-13.7pp | 551.28%-536.1pp |
| Employer contribution / active EE | $1,624 | $7,022-76.9% | $6,427-74.7% | $4,663-65.2% |
| Participant deferral / active EE | $1,750 | $9,807-82.2% | $9,132-80.8% | $6,691-73.8% |
| Admin fee / account holder | $758 | $16,382-95.4% | $13,914-94.6% | $13,402-94.3% |