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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 | $2,913 | $87,166-96.7% | $76,735-96.2% | $137,256-97.9% |
| Participation rate | 82.6% | 74.4%+8.3pp | 69.5%+13.1pp | 80.0%+2.6pp |
| Annual return | 14.90% | 26.50%-11.6pp | 29.77%-14.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $568 | $2,904-80.5% | $2,454-76.9% | $4,156-86.3% |
| Participant deferral / active EE | $645 | $4,726-86.4% | $4,088-84.2% | $6,407-89.9% |
| Admin fee / account holder | $412 | $8,403-95.1% | $7,189-94.3% | $12,270-96.6% |