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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 | $10,840 | $124,425-91.3% | $112,040-90.3% | $137,256-92.1% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 20.80% | 24.72%-3.9pp | 24.52%-3.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,416 | $3,411-58.5% | $2,954-52.1% | $4,156-65.9% |
| Participant deferral / active EE | $1,685 | $5,718-70.5% | $5,098-66.9% | $6,407-73.7% |
| Admin fee / account holder | $386 | $15,207-97.5% | $12,098-96.8% | $12,270-96.9% |