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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 | $16,853 | $80,992-79.2% | $96,534-82.5% | $75,173-77.6% |
| Participation rate | 82.1% | 71.8%+10.4pp | 76.0%+6.2pp | 67.2%+14.9pp |
| Annual return | 17.17% | 27.05%-9.9pp | 25.88%-8.7pp | 160.72%-143.5pp |
| Employer contribution / active EE | $857 | $2,283-62.5% | $2,965-71.1% | $2,671-67.9% |
| Participant deferral / active EE | $1,637 | $3,929-58.3% | $4,851-66.2% | $4,126-60.3% |
| Admin fee / account holder | $2,229 | $6,717-66.8% | $8,253-73.0% | $5,651-60.5% |