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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 | $7,481 | $106,749-93.0% | $145,433-94.9% | $82,448-90.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.49% | 27.59%-8.1pp | 66.58%-47.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,341 | $3,444-61.1% | $4,554-70.6% | $2,551-47.4% |
| Participant deferral / active EE | $1,485 | $6,519-77.2% | $7,897-81.2% | $4,139-64.1% |
| Admin fee / account holder | $310 | $8,390-96.3% | $13,129-97.6% | $7,234-95.7% |