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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 | $15,972 | $105,284-84.8% | $150,734-89.4% | $94,015-83.0% |
| Participation rate | 80.0% | 71.7%+8.3pp | 78.4%+1.6pp | 70.8%+9.2pp |
| Annual return | 18.70% | 15.67%+3.0pp | 600.81%-582.1pp | 17.84%+0.9pp |
| Employer contribution / active EE | $945 | $3,599-73.7% | $4,918-80.8% | $2,790-66.1% |
| Participant deferral / active EE | $1,129 | $4,274-73.6% | $5,610-79.9% | $4,249-73.4% |
| Admin fee / account holder | $538 | $9,839-94.5% | $14,905-96.4% | $8,951-94.0% |