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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 | $13,014 | $85,171-84.7% | $172,752-92.5% | $72,975-82.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.38% | 27.32%-9.9pp | 802.97%-785.6pp | 81.01%-63.6pp |
| Employer contribution / active EE | $1,663 | $3,324-50.0% | $5,144-67.7% | $2,440-31.8% |
| Participant deferral / active EE | $119 | $3,260-96.3% | $5,198-97.7% | $3,608-96.7% |
| Admin fee / account holder | $728 | $5,880-87.6% | $13,955-94.8% | $5,124-85.8% |