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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 | $13,983 | $199,109-93.0% | $173,730-92.0% | $154,746-91.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 11.63% | 20.02%-8.4pp | 19.96%-8.3pp | 172.34%-160.7pp |
| Employer contribution / active EE | $1,509 | $5,311-71.6% | $4,577-67.0% | $4,379-65.5% |
| Participant deferral / active EE | $1,757 | $7,113-75.3% | $6,326-72.2% | $6,730-73.9% |
| Admin fee / account holder | $1,083 | $20,916-94.8% | $17,523-93.8% | $14,365-92.5% |