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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 | $9,218 | $112,729-91.8% | $98,716-90.7% | $137,256-93.3% |
| Participation rate | 78.9% | 74.2%+4.7pp | 69.3%+9.7pp | 80.0%-1.0pp |
| Annual return | 18.04% | 38.48%-20.4pp | 31.81%-13.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $788 | $2,725-71.1% | $2,279-65.4% | $4,156-81.1% |
| Participant deferral / active EE | $1,001 | $4,640-78.4% | $4,048-75.3% | $6,407-84.4% |
| Admin fee / account holder | $1,432 | $10,129-85.9% | $8,703-83.5% | $12,270-88.3% |