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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 | $13,550 | $110,137-87.7% | $161,149-91.6% | $82,637-83.6% |
| Participation rate | 70.2% | 72.4%-2.2pp | 78.8%-8.7pp | 68.1%+2.1pp |
| Annual return | 18.36% | 20.69%-2.3pp | 21.16%-2.8pp | 53.51%-35.1pp |
| Employer contribution / active EE | $961 | $2,856-66.4% | $4,360-78.0% | $2,552-62.3% |
| Participant deferral / active EE | $885 | $4,575-80.6% | $6,153-85.6% | $4,126-78.5% |
| Admin fee / account holder | $845 | $9,467-91.1% | $15,194-94.4% | $7,339-88.5% |