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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 | $9,967 | $73,988-86.5% | $96,538-89.7% | $75,177-86.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 36.02% | 26.73%+9.3pp | 35.74%+0.3pp | 160.75%-124.7pp |
| Employer contribution / active EE | $6,015 | $2,930+105.3% | $3,740+60.8% | $2,671+125.2% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $459 | $5,220-91.2% | $6,737-93.2% | $5,651-91.9% |