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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 | $15,342 | $86,922-82.3% | $102,438-85.0% | $80,874-81.0% |
| Participation rate | 88.9% | 72.4%+16.5pp | 76.5%+12.4pp | 67.6%+21.2pp |
| Annual return | 13.64% | 18.90%-5.3pp | 29.37%-15.7pp | 35.62%-22.0pp |
| Employer contribution / active EE | $1,276 | $2,369-46.2% | $3,024-57.8% | $2,756-53.7% |
| Participant deferral / active EE | $1,562 | $4,119-62.1% | $5,054-69.1% | $4,297-63.6% |
| Admin fee / account holder | $365 | $8,050-95.5% | $9,448-96.1% | $6,935-94.7% |