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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 | $14,707 | $106,749-86.2% | $145,433-89.9% | $82,448-82.2% |
| Participation rate | 80.8% | 75.6%+5.1pp | 82.1%-1.4pp | 68.1%+12.7pp |
| Annual return | 20.17% | 27.59%-7.4pp | 66.58%-46.4pp | 41.64%-21.5pp |
| Employer contribution / active EE | $1,514 | $3,444-56.0% | $4,554-66.8% | $2,551-40.6% |
| Participant deferral / active EE | $2,089 | $6,519-68.0% | $7,897-73.5% | $4,139-49.5% |
| Admin fee / account holder | $375 | $8,390-95.5% | $13,129-97.1% | $7,234-94.8% |