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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 | $18,864 | $77,574-75.7% | $108,753-82.7% | $86,983-78.3% |
| Participation rate | 87.3% | 62.3%+25.0pp | 71.1%+16.3pp | 69.5%+17.8pp |
| Annual return | 15.48% | 18.42%-2.9pp | 37.47%-22.0pp | 25.83%-10.3pp |
| Employer contribution / active EE | $522 | $1,611-67.6% | $2,427-78.5% | $2,584-79.8% |
| Participant deferral / active EE | $590 | $3,128-81.1% | $4,115-85.7% | $4,194-85.9% |
| Admin fee / account holder | $1,585 | $6,529-75.7% | $10,320-84.6% | $7,856-79.8% |