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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 | $126,661-92.6% | $113,397-91.8% | $138,895-93.3% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.5%-5.1pp | 79.9%-8.5pp |
| Annual return | 20.08% | 25.05%-5.0pp | 23.20%-3.1pp | 145.39%-125.3pp |
| Employer contribution / active EE | $1,201 | $3,456-65.2% | $2,977-59.7% | $4,194-71.4% |
| Participant deferral / active EE | $1,748 | $5,693-69.3% | $5,076-65.6% | $6,396-72.7% |
| Admin fee / account holder | $2,108 | $14,549-85.5% | $11,957-82.4% | $12,562-83.2% |