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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 | $15,281 | $72,486-78.9% | $87,103-82.5% | $72,976-79.1% |
| Participation rate | 87.9% | 72.8%+15.1pp | 76.9%+11.0pp | 69.5%+18.4pp |
| Annual return | 20.20% | 24.46%-4.3pp | 28.19%-8.0pp | 81.02%-60.8pp |
| Employer contribution / active EE | $724 | $1,894-61.8% | $2,521-71.3% | $2,440-70.3% |
| Participant deferral / active EE | $1,104 | $3,270-66.2% | $4,049-72.7% | $3,608-69.4% |
| Admin fee / account holder | $1,468 | $5,055-71.0% | $7,491-80.4% | $5,124-71.4% |