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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 | $16,904 | $106,749-84.2% | $145,433-88.4% | $82,448-79.5% |
| Participation rate | 74.1% | 75.6%-1.6pp | 82.1%-8.0pp | 68.1%+6.0pp |
| Annual return | 18.34% | 27.59%-9.2pp | 66.58%-48.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,230 | $3,444-64.3% | $4,554-73.0% | $2,551-51.8% |
| Participant deferral / active EE | $2,303 | $6,519-64.7% | $7,897-70.8% | $4,139-44.4% |
| Admin fee / account holder | $952 | $8,390-88.7% | $13,129-92.8% | $7,234-86.8% |