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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 | $14,292 | $85,766-83.3% | $136,298-89.5% | $70,126-79.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.04% | 31.46%-16.4pp | 5156.27%-5141.2pp | 73.15%-58.1pp |
| Employer contribution / active EE | $3,243 | $2,966+9.3% | $4,696-30.9% | $2,343+38.4% |
| Participant deferral / active EE | $1,884 | $5,051-62.7% | $6,247-69.8% | $3,332-43.5% |
| Admin fee / account holder | $1,924 | $5,421-64.5% | $9,244-79.2% | $4,645-58.6% |