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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 | $10,794 | $90,400-88.1% | $186,193-94.2% | $87,485-87.7% |
| Participation rate | 86.5% | 66.2%+20.3pp | 77.1%+9.4pp | 68.9%+17.6pp |
| Annual return | 22.92% | 22.15%+0.8pp | 78.03%-55.1pp | 26.06%-3.1pp |
| Employer contribution / active EE | $689 | $2,170-68.2% | $3,918-82.4% | $2,596-73.4% |
| Participant deferral / active EE | $1,304 | $4,330-69.9% | $6,513-80.0% | $4,274-69.5% |
| Admin fee / account holder | $472 | $8,673-94.6% | $11,058-95.7% | $7,775-93.9% |