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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 | $19,181 | $97,648-80.4% | $121,663-84.2% | $87,485-78.1% |
| Participation rate | 80.7% | 70.5%+10.2pp | 74.5%+6.2pp | 68.9%+11.8pp |
| Annual return | 12.94% | 18.03%-5.1pp | 147.54%-134.6pp | 26.06%-13.1pp |
| Employer contribution / active EE | $764 | $2,300-66.8% | $3,020-74.7% | $2,596-70.6% |
| Participant deferral / active EE | $1,314 | $3,923-66.5% | $4,887-73.1% | $4,274-69.2% |
| Admin fee / account holder | $609 | $11,100-94.5% | $14,289-95.7% | $7,775-92.2% |