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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 | $6,687 | $91,179-92.7% | $178,499-96.3% | $79,852-91.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.65% | 24.19%-7.5pp | 151.10%-134.5pp | 31.72%-15.1pp |
| Employer contribution / active EE | $1,180 | $3,256-63.7% | $5,011-76.4% | $2,471-52.2% |
| Participant deferral / active EE | $605 | $3,236-81.3% | $5,202-88.4% | $3,740-83.8% |
| Admin fee / account holder | $437 | $6,749-93.5% | $13,986-96.9% | $5,306-91.8% |