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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 | $10,537 | $81,504-87.1% | $102,437-89.7% | $80,959-87.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 14.36% | 25.60%-11.2pp | 24.95%-10.6pp | 35.67%-21.3pp |
| Employer contribution / active EE | $13,823 | $3,104+345.4% | $3,871+257.1% | $2,757+401.4% |
| Participant deferral / active EE | $210 | $3,871-94.6% | $5,060-95.9% | $4,300-95.1% |
| Admin fee / account holder | $354 | $6,719-94.7% | $8,388-95.8% | $6,925-94.9% |