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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 | $15,988 | $106,524-85.0% | $152,301-89.5% | $87,485-81.7% |
| Participation rate | 90.6% | 75.8%+14.9pp | 82.4%+8.2pp | 68.9%+21.7pp |
| Annual return | 19.55% | 26.89%-7.3pp | 80.50%-60.9pp | 26.06%-6.5pp |
| Employer contribution / active EE | $790 | $3,371-76.6% | $4,624-82.9% | $2,596-69.6% |
| Participant deferral / active EE | $1,709 | $6,525-73.8% | $8,004-78.6% | $4,274-60.0% |
| Admin fee / account holder | $481 | $8,287-94.2% | $14,398-96.7% | $7,775-93.8% |