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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 | $106,864-84.0% | $147,318-88.4% | $82,637-79.4% |
| Participation rate | 84.0% | 75.5%+8.5pp | 82.1%+1.9pp | 68.1%+15.9pp |
| Annual return | 18.59% | 27.49%-8.9pp | 70.43%-51.8pp | 53.51%-34.9pp |
| Employer contribution / active EE | $674 | $3,417-80.3% | $4,593-85.3% | $2,552-73.6% |
| Participant deferral / active EE | $2,380 | $6,496-63.4% | $7,906-69.9% | $4,126-42.3% |
| Admin fee / account holder | $812 | $8,415-90.3% | $13,708-94.1% | $7,339-88.9% |