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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 | $74,535-74.7% | $100,712-81.3% | $82,637-77.2% |
| Participation rate | 87.3% | 61.2%+26.2pp | 69.3%+18.1pp | 68.1%+19.3pp |
| Annual return | 15.48% | 18.92%-3.4pp | 33.27%-17.8pp | 53.51%-38.0pp |
| Employer contribution / active EE | $522 | $1,503-65.3% | $2,313-77.4% | $2,552-79.5% |
| Participant deferral / active EE | $590 | $3,074-80.8% | $4,085-85.6% | $4,126-85.7% |
| Admin fee / account holder | $1,585 | $6,576-75.9% | $9,256-82.9% | $7,339-78.4% |