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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 | $9,348 | $124,425-92.5% | $112,040-91.7% | $137,256-93.2% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 20.08% | 24.72%-4.6pp | 24.52%-4.4pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,201 | $3,411-64.8% | $2,954-59.3% | $4,156-71.1% |
| Participant deferral / active EE | $1,748 | $5,718-69.4% | $5,098-65.7% | $6,407-72.7% |
| Admin fee / account holder | $2,108 | $15,207-86.1% | $12,098-82.6% | $12,270-82.8% |