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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 | $16,011 | $60,349-73.5% | $74,184-78.4% | $62,881-74.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.53% | 21.38%-13.8pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $494 | $1,680-70.6% | $2,370-79.2% | $2,281-78.4% |
| Participant deferral / active EE | $1,039 | $2,856-63.6% | $3,550-70.7% | $3,203-67.6% |
| Admin fee / account holder | $343 | $4,261-91.9% | $5,586-93.9% | $4,296-92.0% |