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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 | $13,326 | $94,031-85.8% | $115,768-88.5% | $82,448-83.8% |
| Participation rate | 70.5% | 70.4%0pp | 74.4%-3.9pp | 68.1%+2.4pp |
| Annual return | 20.54% | 20.61%-0.1pp | 100.46%-79.9pp | 41.64%-21.1pp |
| Employer contribution / active EE | $734 | $2,323-68.4% | $2,940-75.0% | $2,551-71.2% |
| Participant deferral / active EE | $1,532 | $3,972-61.4% | $4,917-68.8% | $4,139-63.0% |
| Admin fee / account holder | $848 | $10,249-91.7% | $12,439-93.2% | $7,234-88.3% |