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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 | $81,476-87.0% | $102,383-89.7% | $80,925-86.9% |
| Participation rate | 90.5% | 66.8%+23.6pp | 74.5%+16.0pp | 67.7%+22.8pp |
| Annual return | 15.05% | 25.59%-10.5pp | 24.94%-9.9pp | 35.65%-20.6pp |
| Employer contribution / active EE | $802 | $3,105-74.2% | $3,870-79.3% | $2,756-70.9% |
| Participant deferral / active EE | $1,118 | $3,871-71.1% | $5,060-77.9% | $4,299-74.0% |
| Admin fee / account holder | $484 | $6,717-92.8% | $8,391-94.2% | $6,940-93.0% |