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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 | $136,860-93.2% | $120,344-92.2% | $154,746-94.0% |
| Participation rate | 71.4% | 79.9%-8.5pp | 76.7%-5.3pp | 80.7%-9.3pp |
| Annual return | 20.08% | 21.38%-1.3pp | 20.30%-0.2pp | 172.34%-152.3pp |
| Employer contribution / active EE | $1,201 | $3,533-66.0% | $3,020-60.2% | $4,379-72.6% |
| Participant deferral / active EE | $1,748 | $5,793-69.8% | $5,135-66.0% | $6,730-74.0% |
| Admin fee / account holder | $2,108 | $15,393-86.3% | $12,742-83.5% | $14,365-85.3% |