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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 | $11,605 | $99,875-88.4% | $146,866-92.1% | $86,983-86.7% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.5%+19.3pp |
| Annual return | 14.04% | 28.10%-14.1pp | 102.85%-88.8pp | 25.83%-11.8pp |
| Employer contribution / active EE | $1,119 | $3,224-65.3% | $4,425-74.7% | $2,584-56.7% |
| Participant deferral / active EE | $2,185 | $6,322-65.4% | $7,759-71.8% | $4,194-47.9% |
| Admin fee / account holder | $1,443 | $7,838-81.6% | $13,620-89.4% | $7,856-81.6% |