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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 | $11,574 | $94,031-87.7% | $115,768-90.0% | $82,448-86.0% |
| Participation rate | 98.0% | 70.4%+27.6pp | 74.4%+23.6pp | 68.1%+30.0pp |
| Annual return | 31.13% | 20.61%+10.5pp | 100.46%-69.3pp | 41.64%-10.5pp |
| Employer contribution / active EE | $3,730 | $2,323+60.5% | $2,940+26.9% | $2,551+46.2% |
| Participant deferral / active EE | $463 | $3,972-88.3% | $4,917-90.6% | $4,139-88.8% |
| Admin fee / account holder | $325 | $10,249-96.8% | $12,439-97.4% | $7,234-95.5% |