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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 | $6,560 | $77,814-91.6% | $158,223-95.9% | $86,983-92.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 16.83% | 30.54%-13.7pp | 52.09%-35.3pp | 25.83%-9.0pp |
| Employer contribution / active EE | $1,379 | $2,592-46.8% | $4,109-66.4% | $2,584-46.6% |
| Participant deferral / active EE | $844 | $3,270-74.2% | $5,467-84.6% | $4,194-79.9% |
| Admin fee / account holder | $351 | $5,879-94.0% | $16,047-97.8% | $7,856-95.5% |