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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 | $13,636 | $84,236-83.8% | $170,435-92.0% | $70,126-80.6% |
| Participation rate | 94.7% | 70.8%+23.9pp | 83.6%+11.1pp | 69.5%+25.2pp |
| Annual return | 19.17% | 23.06%-3.9pp | 205.94%-186.8pp | 73.15%-54.0pp |
| Employer contribution / active EE | $1,924 | $3,387-43.2% | $5,432-64.6% | $2,343-17.9% |
| Participant deferral / active EE | $259 | $3,086-91.6% | $4,939-94.8% | $3,332-92.2% |
| Admin fee / account holder | $306 | $5,698-94.6% | $13,881-97.8% | $4,645-93.4% |