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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 | $11,309 | $184,014-93.9% | $161,149-93.0% | $138,895-91.9% |
| Participation rate | 70.6% | 82.1%-11.5pp | 78.8%-8.2pp | 79.9%-9.3pp |
| Annual return | 23.76% | 21.52%+2.2pp | 21.16%+2.6pp | 145.39%-121.6pp |
| Employer contribution / active EE | $1,499 | $5,055-70.4% | $4,360-65.6% | $4,194-64.3% |
| Participant deferral / active EE | $1,601 | $6,909-76.8% | $6,153-74.0% | $6,396-75.0% |
| Admin fee / account holder | $417 | $18,027-97.7% | $15,194-97.3% | $12,562-96.7% |