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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 | $16,837 | $77,358-78.2% | $102,184-83.5% | $87,485-80.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 82.6%+17.4pp | 68.9%+31.1pp |
| Annual return | 17.27% | 41.11%-23.8pp | 31.58%-14.3pp | 26.06%-8.8pp |
| Employer contribution / active EE | $2,110 | $2,562-17.6% | $3,594-41.3% | $2,596-18.7% |
| Participant deferral / active EE | $2,420 | $6,753-64.2% | $8,309-70.9% | $4,274-43.4% |
| Admin fee / account holder | $848 | $6,809-87.5% | $11,609-92.7% | $7,775-89.1% |