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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 | $11,869 | $78,707-84.9% | $117,861-89.9% | $70,126-83.1% |
| Participation rate | 97.2% | 73.2%+24.0pp | 79.7%+17.6pp | 69.5%+27.7pp |
| Annual return | 26.76% | 23.30%+3.5pp | 335.11%-308.3pp | 73.15%-46.4pp |
| Employer contribution / active EE | $7,203 | $2,223+223.9% | $3,786+90.2% | $2,343+207.5% |
| Participant deferral / active EE | $824 | $3,297-75.0% | $4,482-81.6% | $3,332-75.3% |
| Admin fee / account holder | $1,223 | $5,066-75.9% | $8,021-84.7% | $4,645-73.7% |