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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 | $6,396 | $69,273-90.8% | $90,796-93.0% | $82,637-92.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 21.19% | 18.37%+2.8pp | 19.29%+1.9pp | 53.51%-32.3pp |
| Employer contribution / active EE | $1,853 | $1,865-0.6% | $2,294-19.2% | $2,552-27.4% |
| Participant deferral / active EE | $284 | $3,047-90.7% | $3,822-92.6% | $4,126-93.1% |
| Admin fee / account holder | $355 | $5,511-93.6% | $7,024-94.9% | $7,339-95.2% |