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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 | $14,520 | $80,983-82.1% | $96,544-85.0% | $75,177-80.7% |
| Participation rate | 84.6% | 71.8%+12.8pp | 76.0%+8.6pp | 67.2%+17.4pp |
| Annual return | 19.79% | 27.05%-7.3pp | 25.88%-6.1pp | 160.75%-141.0pp |
| Employer contribution / active EE | $779 | $2,282-65.9% | $2,966-73.7% | $2,671-70.8% |
| Participant deferral / active EE | $678 | $3,929-82.7% | $4,851-86.0% | $4,126-83.6% |
| Admin fee / account holder | $819 | $6,717-87.8% | $8,254-90.1% | $5,651-85.5% |