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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 | $14,127 | $104,251-86.4% | $91,004-84.5% | $147,586-90.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 9.55% | 27.06%-17.5pp | 4.60%+4.9pp | 578.59%-569.0pp |
| Employer contribution / active EE | $1,563 | $3,116-49.8% | $2,456-36.4% | $4,876-68.0% |
| Participant deferral / active EE | $427 | $4,195-89.8% | $3,548-88.0% | $5,439-92.1% |
| Admin fee / account holder | $728 | $8,948-91.9% | $5,417-86.6% | $10,886-93.3% |