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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 | $6,383 | $110,137-94.2% | $161,149-96.0% | $82,637-92.3% |
| Participation rate | 84.0% | 72.4%+11.6pp | 78.8%+5.2pp | 68.1%+15.9pp |
| Annual return | 26.52% | 20.69%+5.8pp | 21.16%+5.4pp | 53.51%-27.0pp |
| Employer contribution / active EE | $1,347 | $2,856-52.8% | $4,360-69.1% | $2,552-47.2% |
| Participant deferral / active EE | $1,520 | $4,575-66.8% | $6,153-75.3% | $4,126-63.2% |
| Admin fee / account holder | $811 | $9,467-91.4% | $15,194-94.7% | $7,339-89.0% |