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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 | $15,169 | $73,988-79.5% | $96,538-84.3% | $75,177-79.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 33.14% | 26.73%+6.4pp | 35.74%-2.6pp | 160.75%-127.6pp |
| Employer contribution / active EE | $9,123 | $2,930+211.3% | $3,740+143.9% | $2,671+241.5% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $546 | $5,220-89.5% | $6,737-91.9% | $5,651-90.3% |