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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 | $10,241 | $73,978-86.2% | $96,515-89.4% | $75,173-86.4% |
| Participation rate | 71.4% | 66.4%+5.0pp | 74.3%-2.9pp | 67.2%+4.2pp |
| Annual return | 17.49% | 26.72%-9.2pp | 35.73%-18.2pp | 160.72%-143.2pp |
| Employer contribution / active EE | $1,656 | $2,931-43.5% | $3,740-55.7% | $2,671-38.0% |
| Participant deferral / active EE | $746 | $3,660-79.6% | $4,880-84.7% | $4,126-81.9% |
| Admin fee / account holder | $309 | $5,219-94.1% | $6,735-95.4% | $5,651-94.5% |