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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 | $10,676 | $109,620-90.3% | $148,496-92.8% | $94,015-88.6% |
| Participation rate | 96.4% | 71.3%+25.2pp | 76.0%+20.4pp | 70.8%+25.6pp |
| Annual return | 13.24% | 17.54%-4.3pp | 12.33%+0.9pp | 17.84%-4.6pp |
| Employer contribution / active EE | $863 | $2,618-67.1% | $3,497-75.3% | $2,790-69.1% |
| Participant deferral / active EE | $354 | $3,831-90.8% | $4,808-92.6% | $4,249-91.7% |
| Admin fee / account holder | $1,383 | $10,050-86.2% | $19,547-92.9% | $8,951-84.6% |