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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 | $19,447 | $73,978-73.7% | $96,515-79.9% | $75,173-74.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 15.18% | 26.72%-11.5pp | 35.73%-20.6pp | 160.72%-145.5pp |
| Employer contribution / active EE | $10,224 | $2,931+248.9% | $3,740+173.4% | $2,671+282.8% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,968 | $5,219-24.0% | $6,735-41.1% | $5,651-29.8% |