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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 | $12,082 | $81,476-85.2% | $102,383-88.2% | $80,925-85.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 10.55% | 25.59%-15.0pp | 24.94%-14.4pp | 35.65%-25.1pp |
| Employer contribution / active EE | $928 | $3,105-70.1% | $3,870-76.0% | $2,756-66.3% |
| Participant deferral / active EE | $967 | $3,871-75.0% | $5,060-80.9% | $4,299-77.5% |
| Admin fee / account holder | $1,254 | $6,717-81.3% | $8,391-85.1% | $6,940-81.9% |