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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 | $10,268 | $95,453-89.2% | $112,040-90.8% | $82,448-87.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 17.93% | 23.92%-6.0pp | 24.52%-6.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $2,694 | $2,318+16.2% | $2,954-8.8% | $2,551+5.6% |
| Participant deferral / active EE | $1,735 | $4,224-58.9% | $5,098-66.0% | $4,139-58.1% |
| Admin fee / account holder | $913 | $9,013-89.9% | $12,098-92.5% | $7,234-87.4% |