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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 | $7,470 | $106,749-93.0% | $145,433-94.9% | $82,448-90.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 25.34% | 27.59%-2.2pp | 66.58%-41.2pp | 41.64%-16.3pp |
| Employer contribution / active EE | $1,654 | $3,444-52.0% | $4,554-63.7% | $2,551-35.2% |
| Participant deferral / active EE | $1,506 | $6,519-76.9% | $7,897-80.9% | $4,139-63.6% |
| Admin fee / account holder | $1,079 | $8,390-87.1% | $13,129-91.8% | $7,234-85.1% |