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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 | $17,486 | $72,273-75.8% | $101,275-82.7% | $79,856-78.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.26% | 22.30%-7.0pp | 46.48%-31.2pp | 31.71%-16.5pp |
| Employer contribution / active EE | $4,632 | $2,691+72.1% | $3,660+26.6% | $2,471+87.4% |
| Participant deferral / active EE | $880 | $3,282-73.2% | $4,371-79.9% | $3,741-76.5% |
| Admin fee / account holder | $328 | $4,401-92.5% | $5,948-94.5% | $5,306-93.8% |