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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 | $12,810 | $125,797-89.8% | $170,028-92.5% | $75,181-83.0% |
| Participation rate | 90.0% | 83.6%+6.4pp | 87.0%+3.0pp | 67.2%+22.8pp |
| Annual return | 17.65% | 27.20%-9.6pp | 53.39%-35.7pp | 160.69%-143.0pp |
| Employer contribution / active EE | $1,648 | $4,616-64.3% | $6,788-75.7% | $2,671-38.3% |
| Participant deferral / active EE | $412 | $6,838-94.0% | $10,409-96.0% | $4,126-90.0% |
| Admin fee / account holder | $566 | $8,177-93.1% | $12,820-95.6% | $5,650-90.0% |