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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 | $8,841 | $105,284-91.6% | $150,734-94.1% | $94,015-90.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 11.68% | 15.67%-4.0pp | 600.81%-589.1pp | 17.84%-6.2pp |
| Employer contribution / active EE | $3,127 | $3,599-13.1% | $4,918-36.4% | $2,790+12.1% |
| Participant deferral / active EE | $283 | $4,274-93.4% | $5,610-95.0% | $4,249-93.3% |
| Admin fee / account holder | $785 | $9,839-92.0% | $14,905-94.7% | $8,951-91.2% |