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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 | $14,006 | $58,828-76.2% | $78,002-82.0% | $62,881-77.7% |
| Participation rate | 94.7% | 71.1%+23.7pp | 75.5%+19.2pp | 69.3%+25.4pp |
| Annual return | 6.95% | 17.16%-10.2pp | 425.99%-419.0pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,088 | $1,672-34.9% | $2,470-56.0% | $2,281-52.3% |
| Participant deferral / active EE | $562 | $2,686-79.1% | $3,497-83.9% | $3,203-82.4% |
| Admin fee / account holder | $528 | $4,393-88.0% | $5,481-90.4% | $4,296-87.7% |