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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 | $17,038 | $228,352-92.5% | $185,835-90.8% | $158,966-89.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.23% | 40.81%-32.6pp | 35.96%-27.7pp | 302.95%-294.7pp |
| Employer contribution / active EE | $2,365 | $4,967-52.4% | $4,087-42.1% | $4,762-50.3% |
| Participant deferral / active EE | $123 | $6,416-98.1% | $5,633-97.8% | $5,983-97.9% |
| Admin fee / account holder | $1,558 | $11,867-86.9% | $9,502-83.6% | $11,250-86.2% |