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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 | $11,925 | $77,816-84.7% | $123,552-90.3% | $64,173-81.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 0.69% | 12.49%-11.8pp | 119.20%-118.5pp | 7.63%-6.9pp |
| Employer contribution / active EE | $5,286 | $3,014+75.4% | $4,628+14.2% | $2,381+122.0% |
| Participant deferral / active EE | $1,449 | $5,240-72.4% | $6,426-77.5% | $3,470-58.2% |
| Admin fee / account holder | $1,217 | $5,519-77.9% | $9,285-86.9% | $4,887-75.1% |