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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 | $94,031-88.6% | $115,768-90.8% | $82,448-87.1% |
| Participation rate | 96.4% | 70.4%+26.0pp | 74.4%+22.0pp | 68.1%+28.4pp |
| Annual return | 13.24% | 20.61%-7.4pp | 100.46%-87.2pp | 41.64%-28.4pp |
| Employer contribution / active EE | $863 | $2,323-62.9% | $2,940-70.7% | $2,551-66.2% |
| Participant deferral / active EE | $354 | $3,972-91.1% | $4,917-92.8% | $4,139-91.4% |
| Admin fee / account holder | $1,383 | $10,249-86.5% | $12,439-88.9% | $7,234-80.9% |