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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 | $11,230 | $99,875-88.8% | $146,866-92.4% | $86,983-87.1% |
| Participation rate | 95.6% | 75.8%+19.8pp | 82.5%+13.1pp | 69.5%+26.0pp |
| Annual return | 21.95% | 28.10%-6.1pp | 102.85%-80.9pp | 25.83%-3.9pp |
| Employer contribution / active EE | $1,214 | $3,224-62.4% | $4,425-72.6% | $2,584-53.0% |
| Participant deferral / active EE | $1,816 | $6,322-71.3% | $7,759-76.6% | $4,194-56.7% |
| Admin fee / account holder | $366 | $7,838-95.3% | $13,620-97.3% | $7,856-95.3% |