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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 | $11,367 | $80,992-86.0% | $96,534-88.2% | $75,173-84.9% |
| Participation rate | 75.8% | 71.8%+4.0pp | 76.0%-0.2pp | 67.2%+8.6pp |
| Annual return | 21.56% | 27.05%-5.5pp | 25.88%-4.3pp | 160.72%-139.2pp |
| Employer contribution / active EE | $6,545 | $2,283+186.7% | $2,965+120.7% | $2,671+145.1% |
| Participant deferral / active EE | $822 | $3,929-79.1% | $4,851-83.1% | $4,126-80.1% |
| Admin fee / account holder | $2,101 | $6,717-68.7% | $8,253-74.5% | $5,651-62.8% |