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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 | $15,795 | $136,860-88.5% | $120,344-86.9% | $154,746-89.8% |
| Participation rate | 73.3% | 79.9%-6.6pp | 76.7%-3.4pp | 80.7%-7.4pp |
| Annual return | 18.04% | 21.38%-3.3pp | 20.30%-2.3pp | 172.34%-154.3pp |
| Employer contribution / active EE | $946 | $3,533-73.2% | $3,020-68.7% | $4,379-78.4% |
| Participant deferral / active EE | $1,842 | $5,793-68.2% | $5,135-64.1% | $6,730-72.6% |
| Admin fee / account holder | $736 | $15,393-95.2% | $12,742-94.2% | $14,365-94.9% |