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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 | $11,224 | $157,829-92.9% | $136,867-91.8% | $198,609-94.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 10.55% | 51.25%-40.7pp | 42.97%-32.4pp | 202.70%-192.1pp |
| Employer contribution / active EE | $2,844 | $3,923-27.5% | $3,547-19.8% | $5,055-43.8% |
| Participant deferral / active EE | $1,677 | $5,463-69.3% | $4,924-65.9% | $6,977-76.0% |
| Admin fee / account holder | $430 | $11,107-96.1% | $10,340-95.8% | $19,030-97.7% |