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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 | $13,247 | $181,896-92.7% | $156,551-91.5% | $273,972-95.2% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 10.80% | 30.74%-19.9pp | 32.23%-21.4pp | 41.46%-30.7pp |
| Employer contribution / active EE | $2,221 | $6,248-64.5% | $5,501-59.6% | $4,869-54.4% |
| Participant deferral / active EE | $1,442 | $5,550-74.0% | $4,871-70.4% | $5,287-72.7% |
| Admin fee / account holder | $861 | $15,560-94.5% | $13,028-93.4% | $10,133-91.5% |