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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 | $10,648 | $54,757-80.6% | $90,304-88.2% | $72,975-85.4% |
| Participation rate | 83.3% | 65.2%+18.2pp | 73.3%+10.1pp | 69.5%+13.8pp |
| Annual return | 22.73% | 30.63%-7.9pp | 78.13%-55.4pp | 81.01%-58.3pp |
| Employer contribution / active EE | $1,152 | $2,093-45.0% | $2,855-59.6% | $2,440-52.8% |
| Participant deferral / active EE | $173 | $2,887-94.0% | $3,885-95.6% | $3,608-95.2% |
| Admin fee / account holder | $456 | $3,973-88.5% | $5,354-91.5% | $5,124-91.1% |