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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 | $16,003 | $106,864-85.0% | $147,318-89.1% | $82,637-80.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.34% | 27.49%-13.2pp | 70.43%-56.1pp | 53.51%-39.2pp |
| Employer contribution / active EE | $809 | $3,417-76.3% | $4,593-82.4% | $2,552-68.3% |
| Participant deferral / active EE | $1,443 | $6,496-77.8% | $7,906-81.7% | $4,126-65.0% |
| Admin fee / account holder | $734 | $8,415-91.3% | $13,708-94.6% | $7,339-90.0% |