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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 | $94,436-79.7% | $115,599-83.4% | $82,637-76.8% |
| Participation rate | 80.7% | 70.4%+10.3pp | 74.3%+6.4pp | 68.1%+12.6pp |
| Annual return | 12.94% | 18.37%-5.4pp | 111.10%-98.2pp | 53.51%-40.6pp |
| Employer contribution / active EE | $764 | $2,324-67.1% | $2,955-74.1% | $2,552-70.1% |
| Participant deferral / active EE | $1,314 | $3,955-66.8% | $4,889-73.1% | $4,126-68.2% |
| Admin fee / account holder | $609 | $10,328-94.1% | $12,841-95.3% | $7,339-91.7% |