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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 | $8,086 | $69,977-88.4% | $108,582-92.6% | $62,881-87.1% |
| Participation rate | 80.0% | 72.9%+7.1pp | 79.6%+0.4pp | 69.3%+10.7pp |
| Annual return | 12.04% | 10.73%+1.3pp | -51.70%+63.7pp | 20.14%-8.1pp |
| Employer contribution / active EE | $1,760 | $2,135-17.6% | $3,758-53.2% | $2,281-22.8% |
| Participant deferral / active EE | $1,224 | $3,165-61.3% | $4,311-71.6% | $3,203-61.8% |
| Admin fee / account holder | $619 | $5,076-87.8% | $7,645-91.9% | $4,296-85.6% |