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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 | $3,954 | $87,037-95.5% | $106,201-96.3% | $80,874-95.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 11.71% | 17.05%-5.3pp | 116.26%-104.5pp | 35.62%-23.9pp |
| Employer contribution / active EE | $3,271 | $2,396+36.5% | $3,170+3.2% | $2,756+18.7% |
| Participant deferral / active EE | $818 | $3,986-79.5% | $5,012-83.7% | $4,297-81.0% |
| Admin fee / account holder | $2,136 | $8,434-74.7% | $11,039-80.6% | $6,935-69.2% |