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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 | $13,358 | $126,661-89.5% | $113,397-88.2% | $138,895-90.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.5%+3.5pp | 79.9%+0.1pp |
| Annual return | 20.15% | 25.05%-4.9pp | 23.20%-3.1pp | 145.39%-125.2pp |
| Employer contribution / active EE | $1,080 | $3,456-68.8% | $2,977-63.7% | $4,194-74.3% |
| Participant deferral / active EE | $1,206 | $5,693-78.8% | $5,076-76.2% | $6,396-81.1% |
| Admin fee / account holder | $509 | $14,549-96.5% | $11,957-95.7% | $12,562-95.9% |