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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 | $18,986 | $108,825-82.6% | $156,181-87.8% | $82,448-77.0% |
| Participation rate | 72.3% | 72.4%-0.1pp | 78.8%-6.5pp | 68.1%+4.2pp |
| Annual return | 16.98% | 20.59%-3.6pp | 64.87%-47.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $882 | $2,870-69.3% | $4,294-79.5% | $2,551-65.4% |
| Participant deferral / active EE | $1,795 | $4,577-60.8% | $6,132-70.7% | $4,139-56.6% |
| Admin fee / account holder | $1,318 | $9,341-85.9% | $14,586-91.0% | $7,234-81.8% |