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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 | $10,054 | $81,487-87.7% | $102,412-90.2% | $80,935-87.6% |
| Participation rate | 74.3% | 66.8%+7.4pp | 74.5%-0.2pp | 67.7%+6.6pp |
| Annual return | 18.06% | 25.60%-7.5pp | 24.94%-6.9pp | 35.66%-17.6pp |
| Employer contribution / active EE | $1,268 | $3,103-59.2% | $3,870-67.2% | $2,757-54.0% |
| Participant deferral / active EE | $466 | $3,871-88.0% | $5,060-90.8% | $4,299-89.2% |
| Admin fee / account holder | $1,882 | $6,717-72.0% | $8,388-77.6% | $6,924-72.8% |