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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 | $11,582 | $76,551-84.9% | $123,894-90.7% | $62,881-81.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.18% | 18.68%-12.5pp | 47.52%-41.3pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,914 | $2,882-33.6% | $4,617-58.5% | $2,281-16.1% |
| Participant deferral / active EE | $1,863 | $4,840-61.5% | $5,984-68.9% | $3,203-41.8% |
| Admin fee / account holder | $769 | $4,826-84.1% | $8,357-90.8% | $4,296-82.1% |