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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 | $19,706 | $132,310-85.1% | $105,754-81.4% | $273,972-92.8% |
| Participation rate | 70.0% | 83.2%-13.2pp | 78.9%-8.9pp | 83.0%-13.0pp |
| Annual return | 8.95% | 10.08%-1.1pp | 12.25%-3.3pp | 41.46%-32.5pp |
| Employer contribution / active EE | $2,902 | $4,867-40.4% | $4,079-28.9% | $4,869-40.4% |
| Participant deferral / active EE | $1,294 | $6,233-79.2% | $5,326-75.7% | $5,287-75.5% |
| Admin fee / account holder | $3,570 | $12,036-70.3% | $8,309-57.0% | $10,133-64.8% |