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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 | $13,624 | $72,272-81.1% | $101,264-86.5% | $79,858-82.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 11.77% | 22.30%-10.5pp | 46.48%-34.7pp | 31.72%-19.9pp |
| Employer contribution / active EE | $1,136 | $2,692-57.8% | $3,660-69.0% | $2,471-54.0% |
| Participant deferral / active EE | $1,249 | $3,282-61.9% | $4,370-71.4% | $3,740-66.6% |
| Admin fee / account holder | $900 | $4,401-79.5% | $5,947-84.9% | $5,306-83.0% |