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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 | $21,206 | $80,985-73.8% | $96,576-78.0% | $75,181-71.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.73% | 27.05%-10.3pp | 25.87%-9.1pp | 160.69%-144.0pp |
| Employer contribution / active EE | $1,697 | $2,282-25.7% | $2,965-42.8% | $2,671-36.5% |
| Participant deferral / active EE | $1,073 | $3,929-72.7% | $4,851-77.9% | $4,126-74.0% |
| Admin fee / account holder | $1,494 | $6,719-77.8% | $8,253-81.9% | $5,650-73.6% |