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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 | $10,563 | $81,504-87.0% | $102,437-89.7% | $80,959-87.0% |
| Participation rate | 90.5% | 66.9%+23.6pp | 74.5%+16.0pp | 67.7%+22.8pp |
| Annual return | 15.05% | 25.60%-10.5pp | 24.95%-9.9pp | 35.67%-20.6pp |
| Employer contribution / active EE | $802 | $3,104-74.2% | $3,871-79.3% | $2,757-70.9% |
| Participant deferral / active EE | $1,118 | $3,871-71.1% | $5,060-77.9% | $4,300-74.0% |
| Admin fee / account holder | $484 | $6,719-92.8% | $8,388-94.2% | $6,925-93.0% |