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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 | $18,255 | $254,759-92.8% | $216,567-91.6% | $198,609-90.8% |
| Participation rate | 76.9% | 84.5%-7.6pp | 81.6%-4.7pp | 82.4%-5.5pp |
| Annual return | 17.03% | 10.04%+7.0pp | 12.94%+4.1pp | 202.70%-185.7pp |
| Employer contribution / active EE | $1,659 | $6,096-72.8% | $5,216-68.2% | $5,055-67.2% |
| Participant deferral / active EE | $1,898 | $6,948-72.7% | $6,191-69.3% | $6,977-72.8% |
| Admin fee / account holder | $380 | $26,311-98.6% | $21,981-98.3% | $19,030-98.0% |