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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 | $15,353 | $71,057-78.4% | $93,654-83.6% | $80,874-81.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 15.32% | 11.26%+4.1pp | 133.34%-118.0pp | 35.62%-20.3pp |
| Employer contribution / active EE | $4,245 | $1,564+171.4% | $2,421+75.3% | $2,756+54.0% |
| Participant deferral / active EE | $480 | $4,034-88.1% | $4,413-89.1% | $4,297-88.8% |
| Admin fee / account holder | $559 | $6,944-91.9% | $8,282-93.2% | $6,935-91.9% |