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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 | $26,238 | $101,795-74.2% | $165,100-84.1% | $80,959-67.6% |
| Participation rate | 86.7% | 71.8%+14.8pp | 78.6%+8.0pp | 67.7%+19.0pp |
| Annual return | 14.61% | 16.73%-2.1pp | 70.21%-55.6pp | 35.67%-21.1pp |
| Employer contribution / active EE | $1,280 | $2,954-56.7% | $4,348-70.6% | $2,757-53.6% |
| Participant deferral / active EE | $1,654 | $4,476-63.0% | $6,035-72.6% | $4,300-61.5% |
| Admin fee / account holder | $510 | $8,221-93.8% | $12,696-96.0% | $6,925-92.6% |