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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 | $17,786 | $106,864-83.4% | $147,318-87.9% | $82,637-78.5% |
| Participation rate | 71.4% | 75.5%-4.1pp | 82.1%-10.6pp | 68.1%+3.4pp |
| Annual return | 26.52% | 27.49%-1.0pp | 70.43%-43.9pp | 53.51%-27.0pp |
| Employer contribution / active EE | $1,009 | $3,417-70.5% | $4,593-78.0% | $2,552-60.5% |
| Participant deferral / active EE | $2,394 | $6,496-63.1% | $7,906-69.7% | $4,126-42.0% |
| Admin fee / account holder | $704 | $8,415-91.6% | $13,708-94.9% | $7,339-90.4% |