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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 | $11,335 | $106,864-89.4% | $147,318-92.3% | $82,637-86.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.90% | 27.49%-12.6pp | 70.43%-55.5pp | 53.51%-38.6pp |
| Employer contribution / active EE | $1,912 | $3,417-44.0% | $4,593-58.4% | $2,552-25.1% |
| Participant deferral / active EE | $1,702 | $6,496-73.8% | $7,906-78.5% | $4,126-58.8% |
| Admin fee / account holder | $729 | $8,415-91.3% | $13,708-94.7% | $7,339-90.1% |