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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 | $12,235 | $60,349-79.7% | $74,184-83.5% | $62,881-80.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.17% | 21.38%-16.2pp | 17.74%-12.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,583 | $1,680-5.8% | $2,370-33.2% | $2,281-30.6% |
| Participant deferral / active EE | $762 | $2,856-73.3% | $3,550-78.5% | $3,203-76.2% |
| Admin fee / account holder | $731 | $4,261-82.8% | $5,586-86.9% | $4,296-83.0% |