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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 | $19,383 | $106,749-81.8% | $145,433-86.7% | $82,448-76.5% |
| Participation rate | 75.7% | 75.6%0pp | 82.1%-6.4pp | 68.1%+7.6pp |
| Annual return | 17.01% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $969 | $3,444-71.9% | $4,554-78.7% | $2,551-62.0% |
| Participant deferral / active EE | $1,551 | $6,519-76.2% | $7,897-80.4% | $4,139-62.5% |
| Admin fee / account holder | $1,546 | $8,390-81.6% | $13,129-88.2% | $7,234-78.6% |