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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 | $18,268 | $48,364-62.2% | $71,796-74.6% | $62,881-70.9% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 8.14% | 13.16%-5.0pp | 78.04%-69.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $736 | $1,042-29.3% | $1,924-61.7% | $2,281-67.7% |
| Participant deferral / active EE | $651 | $2,091-68.9% | $2,794-76.7% | $3,203-79.7% |
| Admin fee / account holder | $1,170 | $3,771-69.0% | $4,815-75.7% | $4,296-72.8% |