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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 | $7,016 | $78,197-91.0% | $98,090-92.8% | $82,637-91.5% |
| Participation rate | 80.5% | 77.5%+3.1pp | 81.5%-1.0pp | 68.1%+12.5pp |
| Annual return | 18.26% | 40.25%-22.0pp | 37.05%-18.8pp | 53.51%-35.2pp |
| Employer contribution / active EE | $610 | $2,605-76.6% | $3,606-83.1% | $2,552-76.1% |
| Participant deferral / active EE | $1,573 | $6,636-76.3% | $7,845-80.0% | $4,126-61.9% |
| Admin fee / account holder | $1,555 | $14,832-89.5% | $11,815-86.8% | $7,339-78.8% |