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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 | $11,148 | $124,425-91.0% | $112,040-90.1% | $137,256-91.9% |
| Participation rate | 77.8% | 79.3%-1.5pp | 76.5%+1.3pp | 80.0%-2.2pp |
| Annual return | 22.65% | 24.72%-2.1pp | 24.52%-1.9pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,120 | $3,411-67.2% | $2,954-62.1% | $4,156-73.0% |
| Participant deferral / active EE | $1,388 | $5,718-75.7% | $5,098-72.8% | $6,407-78.3% |
| Admin fee / account holder | $931 | $15,207-93.9% | $12,098-92.3% | $12,270-92.4% |