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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 | $11,169 | $65,367-82.9% | $92,915-88.0% | $72,976-84.7% |
| Participation rate | 92.0% | 68.3%+23.7pp | 76.0%+16.0pp | 69.5%+22.5pp |
| Annual return | 17.53% | 42.11%-24.6pp | 109.45%-91.9pp | 81.02%-63.5pp |
| Employer contribution / active EE | $1,174 | $2,594-54.7% | $3,653-67.9% | $2,440-51.9% |
| Participant deferral / active EE | $1,152 | $3,128-63.2% | $4,238-72.8% | $3,608-68.1% |
| Admin fee / account holder | $1,231 | $4,251-71.0% | $5,796-78.8% | $5,124-76.0% |