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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 | $20,235 | $81,504-75.2% | $102,437-80.2% | $80,959-75.0% |
| Participation rate | 90.3% | 66.9%+23.5pp | 74.5%+15.8pp | 67.7%+22.7pp |
| Annual return | 14.21% | 25.60%-11.4pp | 24.95%-10.7pp | 35.67%-21.5pp |
| Employer contribution / active EE | $865 | $3,104-72.1% | $3,871-77.6% | $2,757-68.6% |
| Participant deferral / active EE | $1,460 | $3,871-62.3% | $5,060-71.1% | $4,300-66.0% |
| Admin fee / account holder | $418 | $6,719-93.8% | $8,388-95.0% | $6,925-94.0% |