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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 | $10,102 | $98,766-89.8% | $149,730-93.3% | $79,852-87.3% |
| Participation rate | 84.1% | 75.8%+8.3pp | 82.5%+1.6pp | 69.6%+14.4pp |
| Annual return | 29.56% | 27.43%+2.1pp | 276.70%-247.1pp | 31.72%-2.2pp |
| Employer contribution / active EE | $861 | $3,217-73.2% | $4,645-81.5% | $2,471-65.1% |
| Participant deferral / active EE | $1,916 | $5,681-66.3% | $6,843-72.0% | $3,740-48.8% |
| Admin fee / account holder | $426 | $6,052-93.0% | $9,310-95.4% | $5,306-92.0% |