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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 | $17,661 | $72,273-75.6% | $101,275-82.6% | $79,856-77.9% |
| Participation rate | 85.7% | 68.5%+17.3pp | 75.8%+9.9pp | 69.6%+16.1pp |
| Annual return | 11.65% | 22.30%-10.6pp | 46.48%-34.8pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,350 | $2,691-49.8% | $3,660-63.1% | $2,471-45.4% |
| Participant deferral / active EE | $771 | $3,282-76.5% | $4,371-82.4% | $3,741-79.4% |
| Admin fee / account holder | $1,775 | $4,401-59.7% | $5,948-70.2% | $5,306-66.5% |