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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 | $7,745 | $102,609-92.5% | $98,090-92.1% | $138,895-94.4% |
| Participation rate | 77.8% | 82.8%-5.0pp | 81.5%-3.8pp | 79.9%-2.1pp |
| Annual return | 17.22% | 36.44%-19.2pp | 37.05%-19.8pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,218 | $3,867-68.5% | $3,606-66.2% | $4,194-71.0% |
| Participant deferral / active EE | $1,479 | $8,167-81.9% | $7,845-81.1% | $6,396-76.9% |
| Admin fee / account holder | $1,134 | $11,434-90.1% | $11,815-90.4% | $12,562-91.0% |