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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 | $22,605 | $95,453-76.3% | $112,040-79.8% | $82,448-72.6% |
| Participation rate | 76.9% | 72.8%+4.2pp | 76.5%+0.4pp | 68.1%+8.9pp |
| Annual return | 13.00% | 23.92%-10.9pp | 24.52%-11.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $780 | $2,318-66.3% | $2,954-73.6% | $2,551-69.4% |
| Participant deferral / active EE | $1,942 | $4,224-54.0% | $5,098-61.9% | $4,139-53.1% |
| Admin fee / account holder | $3,279 | $9,013-63.6% | $12,098-72.9% | $7,234-54.7% |