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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 | $16,519 | $136,860-87.9% | $120,344-86.3% | $154,746-89.3% |
| Participation rate | 72.7% | 79.9%-7.2pp | 76.7%-4.0pp | 80.7%-8.0pp |
| Annual return | 17.94% | 21.38%-3.4pp | 20.30%-2.4pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,084 | $3,533-69.3% | $3,020-64.1% | $4,379-75.2% |
| Participant deferral / active EE | $1,837 | $5,793-68.3% | $5,135-64.2% | $6,730-72.7% |
| Admin fee / account holder | $2,471 | $15,393-83.9% | $12,742-80.6% | $14,365-82.8% |