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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 | $12,902 | $86,949-85.2% | $102,460-87.4% | $80,959-84.1% |
| Participation rate | 83.6% | 72.4%+11.2pp | 76.5%+7.1pp | 67.7%+15.9pp |
| Annual return | 17.00% | 18.89%-1.9pp | 29.47%-12.5pp | 35.67%-18.7pp |
| Employer contribution / active EE | $1,182 | $2,370-50.1% | $3,025-60.9% | $2,757-57.1% |
| Participant deferral / active EE | $1,670 | $4,121-59.5% | $5,056-67.0% | $4,300-61.2% |
| Admin fee / account holder | $363 | $8,048-95.5% | $9,460-96.2% | $6,925-94.8% |