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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 | $13,020 | $110,212-88.2% | $96,534-86.5% | $139,466-90.7% |
| Participation rate | 90.5% | 78.1%+12.4pp | 76.0%+14.5pp | 80.3%+10.1pp |
| Annual return | 18.80% | 26.42%-7.6pp | 25.88%-7.1pp | 373.66%-354.9pp |
| Employer contribution / active EE | $2,445 | $3,620-32.5% | $2,965-17.6% | $4,754-48.6% |
| Participant deferral / active EE | $1,123 | $5,547-79.8% | $4,851-76.8% | $6,712-83.3% |
| Admin fee / account holder | $691 | $11,599-94.0% | $8,253-91.6% | $11,409-93.9% |