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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 | $12,896 | $77,358-83.3% | $102,184-87.4% | $87,485-85.3% |
| Participation rate | 92.0% | 78.7%+13.3pp | 82.6%+9.4pp | 68.9%+23.1pp |
| Annual return | 14.95% | 41.11%-26.2pp | 31.58%-16.6pp | 26.06%-11.1pp |
| Employer contribution / active EE | $951 | $2,562-62.9% | $3,594-73.5% | $2,596-63.4% |
| Participant deferral / active EE | $1,130 | $6,753-83.3% | $8,309-86.4% | $4,274-73.6% |
| Admin fee / account holder | $898 | $6,809-86.8% | $11,609-92.3% | $7,775-88.5% |