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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 | $14,480 | $106,749-86.4% | $145,433-90.0% | $82,448-82.4% |
| Participation rate | 88.5% | 75.6%+12.8pp | 82.1%+6.3pp | 68.1%+20.4pp |
| Annual return | 15.80% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $984 | $3,444-71.4% | $4,554-78.4% | $2,551-61.4% |
| Participant deferral / active EE | $2,442 | $6,519-62.5% | $7,897-69.1% | $4,139-41.0% |
| Admin fee / account holder | $432 | $8,390-94.8% | $13,129-96.7% | $7,234-94.0% |