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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 | $12,497 | $99,994-87.5% | $146,643-91.5% | $85,847-85.4% |
| Participation rate | 88.5% | 73.1%+15.4pp | 80.1%+8.4pp | 69.3%+19.1pp |
| Annual return | 16.98% | 18.93%-2.0pp | 22.75%-5.8pp | 318.61%-301.6pp |
| Employer contribution / active EE | $626 | $2,559-75.5% | $4,137-84.9% | $2,565-75.6% |
| Participant deferral / active EE | $1,110 | $4,006-72.3% | $5,506-79.8% | $3,952-71.9% |
| Admin fee / account holder | $439 | $7,703-94.3% | $10,280-95.7% | $6,261-93.0% |