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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 | $10,043 | $99,875-89.9% | $146,866-93.2% | $86,983-88.5% |
| Participation rate | 75.8% | 75.8%0pp | 82.5%-6.8pp | 69.5%+6.2pp |
| Annual return | 18.92% | 28.10%-9.2pp | 102.85%-83.9pp | 25.83%-6.9pp |
| Employer contribution / active EE | $1,667 | $3,224-48.3% | $4,425-62.3% | $2,584-35.5% |
| Participant deferral / active EE | $2,170 | $6,322-65.7% | $7,759-72.0% | $4,194-48.3% |
| Admin fee / account holder | $4,540 | $7,838-42.1% | $13,620-66.7% | $7,856-42.2% |