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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 | $12,880 | $153,769-91.6% | $133,975-90.4% | $273,972-95.3% |
| Participation rate | 95.8% | 88.4%+7.5pp | 87.1%+8.8pp | 83.0%+12.8pp |
| Annual return | 9.11% | 36.51%-27.4pp | 29.29%-20.2pp | 41.46%-32.3pp |
| Employer contribution / active EE | $1,890 | $6,029-68.6% | $5,211-63.7% | $4,869-61.2% |
| Participant deferral / active EE | $2,256 | $6,958-67.6% | $6,282-64.1% | $5,287-57.3% |
| Admin fee / account holder | $325 | $11,765-97.2% | $9,324-96.5% | $10,133-96.8% |