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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 | $12,825 | $73,978-82.7% | $96,515-86.7% | $75,173-82.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 21.82% | 26.72%-4.9pp | 35.73%-13.9pp | 160.72%-138.9pp |
| Employer contribution / active EE | $7,995 | $2,931+172.8% | $3,740+113.8% | $2,671+199.3% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,337 | $5,219-74.4% | $6,735-80.1% | $5,651-76.3% |