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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 | $12,932 | $87,733-85.3% | $106,555-87.9% | $85,847-84.9% |
| Participation rate | 80.0% | 71.9%+8.1pp | 76.1%+3.9pp | 69.3%+10.7pp |
| Annual return | 13.04% | 21.86%-8.8pp | 26.80%-13.8pp | 318.61%-305.6pp |
| Employer contribution / active EE | $923 | $2,073-55.5% | $2,819-67.3% | $2,565-64.0% |
| Participant deferral / active EE | $1,097 | $3,469-68.4% | $4,399-75.1% | $3,952-72.2% |
| Admin fee / account holder | $2,147 | $6,767-68.3% | $7,408-71.0% | $6,261-65.7% |