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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 | $10,777 | $81,446-86.8% | $103,374-89.6% | $80,874-86.7% |
| Participation rate | 75.0% | 66.9%+8.1pp | 74.5%+0.5pp | 67.6%+7.4pp |
| Annual return | 14.60% | 25.57%-11.0pp | 24.89%-10.3pp | 35.62%-21.0pp |
| Employer contribution / active EE | $1,621 | $3,107-47.8% | $3,869-58.1% | $2,756-41.2% |
| Participant deferral / active EE | $795 | $3,870-79.5% | $5,058-84.3% | $4,297-81.5% |
| Admin fee / account holder | $1,864 | $6,715-72.2% | $8,394-77.8% | $6,935-73.1% |