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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 | $97,648-89.1% | $121,663-91.2% | $87,485-87.8% |
| Participation rate | 96.4% | 70.5%+26.0pp | 74.5%+21.9pp | 68.9%+27.5pp |
| Annual return | 13.24% | 18.03%-4.8pp | 147.54%-134.3pp | 26.06%-12.8pp |
| Employer contribution / active EE | $863 | $2,300-62.5% | $3,020-71.4% | $2,596-66.8% |
| Participant deferral / active EE | $354 | $3,923-91.0% | $4,887-92.8% | $4,274-91.7% |
| Admin fee / account holder | $1,383 | $11,100-87.5% | $14,289-90.3% | $7,775-82.2% |