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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 | $11,402 | $69,590-83.6% | $136,867-91.7% | $94,015-87.9% |
| Participation rate | 80.3% | 66.3%+14.0pp | 74.5%+5.7pp | 70.8%+9.5pp |
| Annual return | 12.75% | 19.62%-6.9pp | 42.97%-30.2pp | 17.84%-5.1pp |
| Employer contribution / active EE | $748 | $2,396-68.8% | $3,547-78.9% | $2,790-73.2% |
| Participant deferral / active EE | $724 | $3,437-78.9% | $4,924-85.3% | $4,249-83.0% |
| Admin fee / account holder | $1,330 | $8,912-85.1% | $10,340-87.1% | $8,951-85.1% |