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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 | $11,329 | $86,949-87.0% | $102,460-88.9% | $80,959-86.0% |
| Participation rate | 72.7% | 72.4%+0.3pp | 76.5%-3.8pp | 67.7%+5.1pp |
| Annual return | 10.99% | 18.89%-7.9pp | 29.47%-18.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $1,073 | $2,370-54.7% | $3,025-64.5% | $2,757-61.1% |
| Participant deferral / active EE | $1,696 | $4,121-58.9% | $5,056-66.5% | $4,300-60.6% |
| Admin fee / account holder | $687 | $8,048-91.5% | $9,460-92.7% | $6,925-90.1% |