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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 | $106,524-87.9% | $152,301-91.6% | $87,485-85.3% |
| Participation rate | 78.0% | 75.8%+2.3pp | 82.4%-4.4pp | 68.9%+9.1pp |
| Annual return | 16.84% | 26.89%-10.1pp | 80.50%-63.7pp | 26.06%-9.2pp |
| Employer contribution / active EE | $1,221 | $3,371-63.8% | $4,624-73.6% | $2,596-53.0% |
| Participant deferral / active EE | $1,782 | $6,525-72.7% | $8,004-77.7% | $4,274-58.3% |
| Admin fee / account holder | $4,141 | $8,287-50.0% | $14,398-71.2% | $7,775-46.7% |