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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 | $9,432 | $209,336-95.5% | $197,124-95.2% | $137,256-93.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.24% | 48.09%-26.8pp | 44.34%-23.1pp | 220.34%-199.1pp |
| Employer contribution / active EE | $2,337 | $6,591-64.5% | $6,227-62.5% | $4,156-43.8% |
| Participant deferral / active EE | $2,638 | $9,614-72.6% | $9,135-71.1% | $6,407-58.8% |
| Admin fee / account holder | $3,249 | $17,308-81.2% | $16,298-80.1% | $12,270-73.5% |