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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 | $9,569 | $129,737-92.6% | $119,126-92.0% | $154,746-93.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.58% | 379.08%-362.5pp | 282.11%-265.5pp | 172.34%-155.8pp |
| Employer contribution / active EE | $2,292 | $4,375-47.6% | $4,034-43.2% | $4,379-47.7% |
| Participant deferral / active EE | $1,756 | $5,842-69.9% | $5,318-67.0% | $6,730-73.9% |
| Admin fee / account holder | $770 | $11,961-93.6% | $10,693-92.8% | $14,365-94.6% |