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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 | $10,336 | $106,749-90.3% | $145,433-92.9% | $82,448-87.5% |
| Participation rate | 92.6% | 75.6%+16.9pp | 82.1%+10.5pp | 68.1%+24.5pp |
| Annual return | 20.45% | 27.59%-7.1pp | 66.58%-46.1pp | 41.64%-21.2pp |
| Employer contribution / active EE | $685 | $3,444-80.1% | $4,554-85.0% | $2,551-73.2% |
| Participant deferral / active EE | $1,064 | $6,519-83.7% | $7,897-86.5% | $4,139-74.3% |
| Admin fee / account holder | $780 | $8,390-90.7% | $13,129-94.1% | $7,234-89.2% |