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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 | $13,050 | $55,713-76.6% | $75,901-82.8% | $72,975-82.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 34.27% | 27.60%+6.7pp | 30.76%+3.5pp | 81.01%-46.7pp |
| Employer contribution / active EE | $690 | $1,687-59.1% | $2,501-72.4% | $2,440-71.7% |
| Participant deferral / active EE | $98 | $2,634-96.3% | $3,603-97.3% | $3,608-97.3% |
| Admin fee / account holder | $531 | $3,980-86.7% | $5,420-90.2% | $5,124-89.6% |