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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 | $12,191 | $106,524-88.6% | $152,301-92.0% | $87,485-86.1% |
| Participation rate | 72.9% | 75.8%-2.8pp | 82.4%-9.5pp | 68.9%+4.0pp |
| Annual return | 23.91% | 26.89%-3.0pp | 80.50%-56.6pp | 26.06%-2.2pp |
| Employer contribution / active EE | $1,235 | $3,371-63.4% | $4,624-73.3% | $2,596-52.4% |
| Participant deferral / active EE | $1,910 | $6,525-70.7% | $8,004-76.1% | $4,274-55.3% |
| Admin fee / account holder | $433 | $8,287-94.8% | $14,398-97.0% | $7,775-94.4% |