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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 | $96,731-90.9% | $123,973-92.9% | $86,983-89.8% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 11.68% | 17.33%-5.6pp | 388.13%-376.5pp | 25.83%-14.2pp |
| Employer contribution / active EE | $3,127 | $3,297-5.2% | $4,126-24.2% | $2,584+21.0% |
| Participant deferral / active EE | $283 | $4,152-93.2% | $5,247-94.6% | $4,194-93.3% |
| Admin fee / account holder | $785 | $8,722-91.0% | $11,799-93.3% | $7,856-90.0% |