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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 | $11,972 | $93,617-87.2% | $135,982-91.2% | $75,177-84.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.47% | 30.89%-14.4pp | 68.32%-51.9pp | 160.75%-144.3pp |
| Employer contribution / active EE | $1,487 | $3,538-58.0% | $4,859-69.4% | $2,671-44.3% |
| Participant deferral / active EE | $1,770 | $6,406-72.4% | $7,760-77.2% | $4,126-57.1% |
| Admin fee / account holder | $2,664 | $6,980-61.8% | $10,767-75.3% | $5,651-52.9% |