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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 | $9,355 | $56,287-83.4% | $80,977-88.4% | $62,881-85.1% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 7.14% | 22.13%-15.0pp | 17.11%-10.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,975 | $1,943+1.6% | $3,715-46.8% | $2,281-13.4% |
| Participant deferral / active EE | $1,037 | $4,196-75.3% | $5,696-81.8% | $3,203-67.6% |
| Admin fee / account holder | $529 | $3,742-85.9% | $5,517-90.4% | $4,296-87.7% |