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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 | $12,848 | $106,749-88.0% | $145,433-91.2% | $82,448-84.4% |
| Participation rate | 78.0% | 75.6%+2.4pp | 82.1%-4.1pp | 68.1%+10.0pp |
| Annual return | 16.84% | 27.59%-10.8pp | 66.58%-49.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,221 | $3,444-64.6% | $4,554-73.2% | $2,551-52.2% |
| Participant deferral / active EE | $1,782 | $6,519-72.7% | $7,897-77.4% | $4,139-56.9% |
| Admin fee / account holder | $4,141 | $8,390-50.6% | $13,129-68.5% | $7,234-42.8% |