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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 | $17,308 | $88,672-80.5% | $105,223-83.6% | $82,448-79.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 15.17% | 30.86%-15.7pp | 180.65%-165.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $4,167 | $3,048+36.7% | $3,689+13.0% | $2,551+63.4% |
| Participant deferral / active EE | $87 | $4,036-97.9% | $5,072-98.3% | $4,139-97.9% |
| Admin fee / account holder | $891 | $7,146-87.5% | $8,859-89.9% | $7,234-87.7% |