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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 | $97,648-86.4% | $121,663-89.0% | $87,485-84.8% |
| Participation rate | 70.5% | 70.5%0pp | 74.5%-4.0pp | 68.9%+1.5pp |
| Annual return | 20.54% | 18.03%+2.5pp | 147.54%-127.0pp | 26.06%-5.5pp |
| Employer contribution / active EE | $734 | $2,300-68.1% | $3,020-75.7% | $2,596-71.7% |
| Participant deferral / active EE | $1,532 | $3,923-61.0% | $4,887-68.7% | $4,274-64.2% |
| Admin fee / account holder | $848 | $11,100-92.4% | $14,289-94.1% | $7,775-89.1% |