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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 | $11,252 | $52,678-78.6% | $75,782-85.2% | $59,632-81.1% |
| Participation rate | 82.5% | 67.2%+15.3pp | 75.8%+6.7pp | 68.7%+13.8pp |
| Annual return | -1.50% | 2.95%-4.5pp | 9.68%-11.2pp | 2041.32%-2042.8pp |
| Employer contribution / active EE | $4,753 | $2,193+116.7% | $3,323+43.0% | $2,203+115.8% |
| Participant deferral / active EE | $610 | $2,591-76.5% | $3,652-83.3% | $3,192-80.9% |
| Admin fee / account holder | $927 | $3,610-74.3% | $5,300-82.5% | $4,297-78.4% |