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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 | $10,132 | $65,364-84.5% | $92,909-89.1% | $72,975-86.1% |
| Participation rate | 80.9% | 68.3%+12.5pp | 76.0%+4.8pp | 69.5%+11.4pp |
| Annual return | 20.47% | 42.11%-21.6pp | 109.44%-89.0pp | 81.01%-60.5pp |
| Employer contribution / active EE | $1,064 | $2,594-59.0% | $3,653-70.9% | $2,440-56.4% |
| Participant deferral / active EE | $714 | $3,128-77.2% | $4,238-83.2% | $3,608-80.2% |
| Admin fee / account holder | $1,429 | $4,251-66.4% | $5,795-75.3% | $5,124-72.1% |