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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 | $21,542 | $95,404-77.4% | $113,397-81.0% | $82,637-73.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 15.40% | 19.08%-3.7pp | 23.20%-7.8pp | 53.51%-38.1pp |
| Employer contribution / active EE | $1,682 | $2,307-27.1% | $2,977-43.5% | $2,552-34.1% |
| Participant deferral / active EE | $1,296 | $4,220-69.3% | $5,076-74.5% | $4,126-68.6% |
| Admin fee / account holder | $581 | $9,168-93.7% | $11,957-95.1% | $7,339-92.1% |