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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 | $10,066 | $95,404-89.4% | $113,397-91.1% | $82,637-87.8% |
| Participation rate | 92.6% | 72.8%+19.8pp | 76.5%+16.1pp | 68.1%+24.5pp |
| Annual return | 14.74% | 19.08%-4.3pp | 23.20%-8.5pp | 53.51%-38.8pp |
| Employer contribution / active EE | $1,162 | $2,307-49.6% | $2,977-61.0% | $2,552-54.5% |
| Participant deferral / active EE | $1,404 | $4,220-66.7% | $5,076-72.3% | $4,126-66.0% |
| Admin fee / account holder | $1,926 | $9,168-79.0% | $11,957-83.9% | $7,339-73.8% |