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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 | $14,098 | $89,259-84.2% | $107,187-86.8% | $82,637-82.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 13.07% | 21.02%-8.0pp | 204.55%-191.5pp | 53.51%-40.4pp |
| Employer contribution / active EE | $2,886 | $3,080-6.3% | $3,782-23.7% | $2,552+13.1% |
| Participant deferral / active EE | $823 | $4,037-79.6% | $5,096-83.8% | $4,126-80.0% |
| Admin fee / account holder | $996 | $7,381-86.5% | $9,162-89.1% | $7,339-86.4% |