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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 | $23,064 | $67,411-65.8% | $91,004-74.7% | $70,126-67.1% |
| Participation rate | 98.7% | 71.4%+27.3pp | 75.6%+23.1pp | 69.5%+29.1pp |
| Annual return | 20.23% | -40.16%+60.4pp | 4.60%+15.6pp | 73.15%-52.9pp |
| Employer contribution / active EE | $433 | $1,786-75.8% | $2,456-82.4% | $2,343-81.5% |
| Participant deferral / active EE | $1,023 | $2,823-63.8% | $3,548-71.2% | $3,332-69.3% |
| Admin fee / account holder | $1,614 | $4,236-61.9% | $5,417-70.2% | $4,645-65.3% |