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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 | $8,263 | $81,487-89.9% | $102,412-91.9% | $80,935-89.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 14.89% | 25.60%-10.7pp | 24.94%-10.0pp | 35.66%-20.8pp |
| Employer contribution / active EE | $2,190 | $3,103-29.4% | $3,870-43.4% | $2,757-20.6% |
| Participant deferral / active EE | $1,577 | $3,871-59.3% | $5,060-68.8% | $4,299-63.3% |
| Admin fee / account holder | $757 | $6,717-88.7% | $8,388-91.0% | $6,924-89.1% |