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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 | $7,047 | $98,760-92.9% | $149,715-95.3% | $79,858-91.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.38% | 27.43%-10.0pp | 276.66%-259.3pp | 31.72%-14.3pp |
| Employer contribution / active EE | $3,317 | $3,217+3.1% | $4,645-28.6% | $2,471+34.2% |
| Participant deferral / active EE | $512 | $5,681-91.0% | $6,842-92.5% | $3,740-86.3% |
| Admin fee / account holder | $835 | $6,053-86.2% | $9,310-91.0% | $5,306-84.3% |