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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 | $7,150 | $72,269-90.1% | $101,271-92.9% | $79,852-91.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 16.57% | 22.29%-5.7pp | 46.48%-29.9pp | 31.72%-15.2pp |
| Employer contribution / active EE | $3,486 | $2,692+29.5% | $3,660-4.8% | $2,471+41.1% |
| Participant deferral / active EE | $35 | $3,282-98.9% | $4,371-99.2% | $3,740-99.1% |
| Admin fee / account holder | $314 | $4,401-92.9% | $5,948-94.7% | $5,306-94.1% |