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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 | $22,736 | $95,453-76.2% | $112,040-79.7% | $82,448-72.4% |
| Participation rate | 75.8% | 72.8%+3.0pp | 76.5%-0.7pp | 68.1%+7.7pp |
| Annual return | 20.78% | 23.92%-3.1pp | 24.52%-3.7pp | 41.64%-20.9pp |
| Employer contribution / active EE | $836 | $2,318-63.9% | $2,954-71.7% | $2,551-67.2% |
| Participant deferral / active EE | $1,866 | $4,224-55.8% | $5,098-63.4% | $4,139-54.9% |
| Admin fee / account holder | $676 | $9,013-92.5% | $12,098-94.4% | $7,234-90.7% |