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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 | $20,856 | $98,776-78.9% | $149,745-86.1% | $79,856-73.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 31.83% | 27.38%+4.5pp | 276.72%-244.9pp | 31.71%+0.1pp |
| Employer contribution / active EE | $3,131 | $3,217-2.7% | $4,646-32.6% | $2,471+26.7% |
| Participant deferral / active EE | $1,434 | $5,681-74.8% | $6,843-79.0% | $3,741-61.7% |
| Admin fee / account holder | $894 | $6,053-85.2% | $9,312-90.4% | $5,306-83.2% |