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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 | $15,210 | $80,992-81.2% | $96,534-84.2% | $75,173-79.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 18.88% | 27.05%-8.2pp | 25.88%-7.0pp | 160.72%-141.8pp |
| Employer contribution / active EE | $2,007 | $2,283-12.1% | $2,965-32.3% | $2,671-24.9% |
| Participant deferral / active EE | $813 | $3,929-79.3% | $4,851-83.2% | $4,126-80.3% |
| Admin fee / account holder | $2,878 | $6,717-57.2% | $8,253-65.1% | $5,651-49.1% |