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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 | $17,630 | $94,436-81.3% | $115,599-84.7% | $82,637-78.7% |
| Participation rate | 92.2% | 70.4%+21.8pp | 74.3%+17.9pp | 68.1%+24.1pp |
| Annual return | 15.07% | 18.37%-3.3pp | 111.10%-96.0pp | 53.51%-38.4pp |
| Employer contribution / active EE | $744 | $2,324-68.0% | $2,955-74.8% | $2,552-70.9% |
| Participant deferral / active EE | $1,511 | $3,955-61.8% | $4,889-69.1% | $4,126-63.4% |
| Admin fee / account holder | $359 | $10,328-96.5% | $12,841-97.2% | $7,339-95.1% |