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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 | $16,569 | $54,541-69.6% | $78,778-79.0% | $70,124-76.4% |
| Participation rate | 93.9% | 60.8%+33.1pp | 69.2%+24.7pp | 69.5%+24.4pp |
| Annual return | 14.22% | 21.07%-6.9pp | 35.62%-21.4pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,218 | $1,089+11.9% | $1,986-38.7% | $2,342-48.0% |
| Participant deferral / active EE | $705 | $2,210-68.1% | $2,958-76.2% | $3,332-78.8% |
| Admin fee / account holder | $1,018 | $3,709-72.5% | $5,134-80.2% | $4,645-78.1% |