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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 | $23,326 | $149,778-84.4% | $118,946-80.4% | $158,950-85.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 12.15% | 19.95%-7.8pp | 35.89%-23.7pp | 302.91%-290.8pp |
| Employer contribution / active EE | $1,636 | $4,117-60.3% | $3,263-49.9% | $4,762-65.6% |
| Participant deferral / active EE | $695 | $5,225-86.7% | $4,266-83.7% | $5,983-88.4% |
| Admin fee / account holder | $353 | $8,604-95.9% | $6,581-94.6% | $11,248-96.9% |