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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 | $11,679 | $106,749-89.1% | $145,433-92.0% | $82,448-85.8% |
| Participation rate | 71.4% | 75.6%-4.2pp | 82.1%-10.7pp | 68.1%+3.4pp |
| Annual return | 21.57% | 27.59%-6.0pp | 66.58%-45.0pp | 41.64%-20.1pp |
| Employer contribution / active EE | $2,293 | $3,444-33.4% | $4,554-49.7% | $2,551-10.1% |
| Participant deferral / active EE | $1,197 | $6,519-81.6% | $7,897-84.8% | $4,139-71.1% |
| Admin fee / account holder | $3,389 | $8,390-59.6% | $13,129-74.2% | $7,234-53.2% |