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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 | $19,960 | $87,132-77.1% | $105,624-81.1% | $80,959-75.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 11.36% | 17.03%-5.7pp | 116.20%-104.8pp | 35.67%-24.3pp |
| Employer contribution / active EE | $7,150 | $2,397+198.3% | $3,168+125.7% | $2,757+159.3% |
| Participant deferral / active EE | $753 | $3,985-81.1% | $5,013-85.0% | $4,300-82.5% |
| Admin fee / account holder | $354 | $8,449-95.8% | $10,961-96.8% | $6,925-94.9% |