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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 | $14,386 | $97,550-85.3% | $120,344-88.0% | $87,485-83.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 14.06% | 18.41%-4.4pp | 20.30%-6.2pp | 26.06%-12.0pp |
| Employer contribution / active EE | $1,144 | $2,291-50.0% | $3,020-62.1% | $2,596-55.9% |
| Participant deferral / active EE | $1,672 | $4,230-60.5% | $5,135-67.4% | $4,274-60.9% |
| Admin fee / account holder | $1,541 | $9,543-83.9% | $12,742-87.9% | $7,775-80.2% |