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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 | $17,049 | $181,896-90.6% | $156,551-89.1% | $273,972-93.8% |
| Participation rate | 84.2% | 88.4%-4.2pp | 84.0%+0.2pp | 83.0%+1.2pp |
| Annual return | 9.99% | 30.74%-20.8pp | 32.23%-22.2pp | 41.46%-31.5pp |
| Employer contribution / active EE | $2,208 | $6,248-64.7% | $5,501-59.9% | $4,869-54.7% |
| Participant deferral / active EE | $551 | $5,550-90.1% | $4,871-88.7% | $5,287-89.6% |
| Admin fee / account holder | $813 | $15,560-94.8% | $13,028-93.8% | $10,133-92.0% |