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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 | $10,780 | $87,733-87.7% | $106,555-89.9% | $85,847-87.4% |
| Participation rate | 85.5% | 71.9%+13.5pp | 76.1%+9.3pp | 69.3%+16.1pp |
| Annual return | 14.07% | 21.86%-7.8pp | 26.80%-12.7pp | 318.61%-304.5pp |
| Employer contribution / active EE | $624 | $2,073-69.9% | $2,819-77.9% | $2,565-75.7% |
| Participant deferral / active EE | $1,347 | $3,469-61.2% | $4,399-69.4% | $3,952-65.9% |
| Admin fee / account holder | $727 | $6,767-89.3% | $7,408-90.2% | $6,261-88.4% |