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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 | $15,663 | $52,678-70.3% | $75,784-79.3% | $59,633-73.7% |
| Participation rate | 82.4% | 67.2%+15.1pp | 75.8%+6.5pp | 68.7%+13.7pp |
| Annual return | 1.60% | 2.95%-1.4pp | 9.68%-8.1pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $8,867 | $2,193+304.3% | $3,323+166.8% | $2,203+302.6% |
| Participant deferral / active EE | $285 | $2,591-89.0% | $3,652-92.2% | $3,192-91.1% |
| Admin fee / account holder | $2,329 | $3,610-35.5% | $5,300-56.0% | $4,297-45.8% |