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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 | $223,823-95.8% | $211,142-95.5% | $154,746-93.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 21.24% | 50.39%-29.2pp | 46.84%-25.6pp | 172.34%-151.1pp |
| Employer contribution / active EE | $2,337 | $6,787-65.6% | $6,442-63.7% | $4,379-46.6% |
| Participant deferral / active EE | $2,638 | $9,750-72.9% | $9,284-71.6% | $6,730-60.8% |
| Admin fee / account holder | $3,249 | $19,707-83.5% | $19,076-83.0% | $14,365-77.4% |