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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 | $17,941 | $117,904-84.8% | $102,457-82.5% | $145,978-87.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.59% | 31.80%-17.2pp | 29.41%-14.8pp | 550.52%-535.9pp |
| Employer contribution / active EE | $5,135 | $3,613+42.1% | $3,022+69.9% | $4,662+10.1% |
| Participant deferral / active EE | $377 | $5,733-93.4% | $5,054-92.5% | $6,690-94.4% |
| Admin fee / account holder | $1,306 | $13,329-90.2% | $9,451-86.2% | $13,400-90.3% |