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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 | $10,204 | $78,428-87.0% | $95,960-89.4% | $79,852-87.2% |
| Participation rate | 96.6% | 73.5%+23.1pp | 77.1%+19.5pp | 69.6%+26.9pp |
| Annual return | 11.54% | 19.37%-7.8pp | 91.63%-80.1pp | 31.72%-20.2pp |
| Employer contribution / active EE | $1,295 | $1,945-33.4% | $2,541-49.1% | $2,471-47.6% |
| Participant deferral / active EE | $1,550 | $3,440-54.9% | $4,167-62.8% | $3,740-58.6% |
| Admin fee / account holder | $518 | $5,622-90.8% | $6,797-92.4% | $5,306-90.2% |