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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 | $12,132 | $60,349-79.9% | $74,184-83.6% | $62,881-80.7% |
| Participation rate | 88.9% | 72.7%+16.2pp | 76.6%+12.3pp | 69.3%+19.6pp |
| Annual return | 6.75% | 21.38%-14.6pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,608 | $1,680-4.3% | $2,370-32.2% | $2,281-29.5% |
| Participant deferral / active EE | $1,252 | $2,856-56.2% | $3,550-64.7% | $3,203-60.9% |
| Admin fee / account holder | $735 | $4,261-82.8% | $5,586-86.8% | $4,296-82.9% |