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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 | $23,618 | $78,705-70.0% | $117,860-80.0% | $70,124-66.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.95% | 23.30%-8.3pp | 335.10%-320.1pp | 73.14%-58.2pp |
| Employer contribution / active EE | $794 | $2,223-64.3% | $3,786-79.0% | $2,342-66.1% |
| Participant deferral / active EE | $983 | $3,297-70.2% | $4,482-78.1% | $3,332-70.5% |
| Admin fee / account holder | $1,740 | $5,065-65.6% | $8,021-78.3% | $4,645-62.5% |