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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 | $12,467 | $106,749-88.3% | $145,433-91.4% | $82,448-84.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.13% | 27.59%-12.5pp | 66.58%-51.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,218 | $3,444-35.6% | $4,554-51.3% | $2,551-13.0% |
| Participant deferral / active EE | $1,770 | $6,519-72.8% | $7,897-77.6% | $4,139-57.2% |
| Admin fee / account holder | $947 | $8,390-88.7% | $13,129-92.8% | $7,234-86.9% |