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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 | $11,662 | $91,179-87.2% | $178,499-93.5% | $79,852-85.4% |
| Participation rate | 98.6% | 69.2%+29.4pp | 81.9%+16.7pp | 69.6%+29.0pp |
| Annual return | 17.33% | 24.19%-6.9pp | 151.10%-133.8pp | 31.72%-14.4pp |
| Employer contribution / active EE | $1,169 | $3,256-64.1% | $5,011-76.7% | $2,471-52.7% |
| Participant deferral / active EE | $634 | $3,236-80.4% | $5,202-87.8% | $3,740-83.1% |
| Admin fee / account holder | $653 | $6,749-90.3% | $13,986-95.3% | $5,306-87.7% |