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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 | $17,934 | $64,359-72.1% | $90,161-80.1% | $70,126-74.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.70% | 28.13%-7.4pp | 34.89%-14.2pp | 73.15%-52.4pp |
| Employer contribution / active EE | $1,090 | $2,046-46.7% | $3,318-67.2% | $2,343-53.5% |
| Participant deferral / active EE | $1,561 | $4,389-64.4% | $5,287-70.5% | $3,332-53.1% |
| Admin fee / account holder | $1,009 | $3,945-74.4% | $5,943-83.0% | $4,645-78.3% |