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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 | $14,387 | $95,404-84.9% | $113,397-87.3% | $82,637-82.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 16.90% | 19.08%-2.2pp | 23.20%-6.3pp | 53.51%-36.6pp |
| Employer contribution / active EE | $1,404 | $2,307-39.2% | $2,977-52.9% | $2,552-45.0% |
| Participant deferral / active EE | $1,942 | $4,220-54.0% | $5,076-61.8% | $4,126-52.9% |
| Admin fee / account holder | $528 | $9,168-94.2% | $11,957-95.6% | $7,339-92.8% |