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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 | $15,357 | $87,059-82.4% | $105,608-85.5% | $80,925-81.0% |
| Participation rate | 86.2% | 70.4%+15.8pp | 75.3%+10.9pp | 67.7%+18.5pp |
| Annual return | 13.88% | 17.05%-3.2pp | 116.50%-102.6pp | 35.65%-21.8pp |
| Employer contribution / active EE | $1,167 | $2,396-51.3% | $3,167-63.1% | $2,756-57.6% |
| Participant deferral / active EE | $1,579 | $3,986-60.4% | $5,010-68.5% | $4,299-63.3% |
| Admin fee / account holder | $973 | $8,443-88.5% | $11,028-91.2% | $6,940-86.0% |