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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 | $12,204 | $73,955-83.5% | $96,520-87.4% | $75,181-83.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 23.04% | 26.72%-3.7pp | 35.72%-12.7pp | 160.69%-137.6pp |
| Employer contribution / active EE | $3,115 | $2,930+6.3% | $3,739-16.7% | $2,671+16.7% |
| Participant deferral / active EE | $622 | $3,659-83.0% | $4,879-87.3% | $4,126-84.9% |
| Admin fee / account holder | $836 | $5,217-84.0% | $6,733-87.6% | $5,650-85.2% |