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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 | $18,227 | $106,524-82.9% | $152,301-88.0% | $87,485-79.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 16.18% | 26.89%-10.7pp | 80.50%-64.3pp | 26.06%-9.9pp |
| Employer contribution / active EE | $1,152 | $3,371-65.8% | $4,624-75.1% | $2,596-55.6% |
| Participant deferral / active EE | $1,609 | $6,525-75.3% | $8,004-79.9% | $4,274-62.4% |
| Admin fee / account holder | $1,163 | $8,287-86.0% | $14,398-91.9% | $7,775-85.0% |