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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 | $96,731-85.4% | $123,973-88.6% | $86,983-83.8% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 13.07% | 17.33%-4.3pp | 388.13%-375.1pp | 25.83%-12.8pp |
| Employer contribution / active EE | $2,886 | $3,297-12.5% | $4,126-30.0% | $2,584+11.7% |
| Participant deferral / active EE | $823 | $4,152-80.2% | $5,247-84.3% | $4,194-80.4% |
| Admin fee / account holder | $996 | $8,722-88.6% | $11,799-91.6% | $7,856-87.3% |