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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 | $17,054 | $106,749-84.0% | $145,433-88.3% | $82,448-79.3% |
| Participation rate | 84.0% | 75.6%+8.4pp | 82.1%+1.9pp | 68.1%+15.9pp |
| Annual return | 18.59% | 27.59%-9.0pp | 66.58%-48.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $674 | $3,444-80.4% | $4,554-85.2% | $2,551-73.6% |
| Participant deferral / active EE | $2,380 | $6,519-63.5% | $7,897-69.9% | $4,139-42.5% |
| Admin fee / account holder | $812 | $8,390-90.3% | $13,129-93.8% | $7,234-88.8% |