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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 | $71,353-81.9% | $92,805-86.1% | $86,983-85.2% |
| Participation rate | 92.0% | 80.9%+11.1pp | 83.5%+8.5pp | 69.5%+22.5pp |
| Annual return | 14.95% | 44.68%-29.7pp | 31.59%-16.6pp | 25.83%-10.9pp |
| Employer contribution / active EE | $951 | $2,468-61.5% | $3,424-72.2% | $2,584-63.2% |
| Participant deferral / active EE | $1,130 | $6,966-83.8% | $8,448-86.6% | $4,194-73.0% |
| Admin fee / account holder | $898 | $6,099-85.3% | $10,911-91.8% | $7,856-88.6% |