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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 | $10,483 | $106,749-90.2% | $145,433-92.8% | $82,448-87.3% |
| Participation rate | 76.3% | 75.6%+0.7pp | 82.1%-5.8pp | 68.1%+8.2pp |
| Annual return | 19.69% | 27.59%-7.9pp | 66.58%-46.9pp | 41.64%-21.9pp |
| Employer contribution / active EE | $1,313 | $3,444-61.9% | $4,554-71.2% | $2,551-48.5% |
| Participant deferral / active EE | $1,445 | $6,519-77.8% | $7,897-81.7% | $4,139-65.1% |
| Admin fee / account holder | $683 | $8,390-91.9% | $13,129-94.8% | $7,234-90.6% |