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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 | $14,647 | $86,949-83.2% | $102,460-85.7% | $80,959-81.9% |
| Participation rate | 85.4% | 72.4%+13.0pp | 76.5%+8.9pp | 67.7%+17.7pp |
| Annual return | 23.90% | 18.89%+5.0pp | 29.47%-5.6pp | 35.67%-11.8pp |
| Employer contribution / active EE | $726 | $2,370-69.3% | $3,025-76.0% | $2,757-73.7% |
| Participant deferral / active EE | $914 | $4,121-77.8% | $5,056-81.9% | $4,300-78.7% |
| Admin fee / account holder | $1,405 | $8,048-82.5% | $9,460-85.2% | $6,925-79.7% |