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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 | $6,824 | $108,825-93.7% | $156,181-95.6% | $82,448-91.7% |
| Participation rate | 85.4% | 72.4%+13.0pp | 78.8%+6.5pp | 68.1%+17.3pp |
| Annual return | 12.53% | 20.59%-8.1pp | 64.87%-52.3pp | 41.64%-29.1pp |
| Employer contribution / active EE | $814 | $2,870-71.6% | $4,294-81.0% | $2,551-68.1% |
| Participant deferral / active EE | $1,814 | $4,577-60.4% | $6,132-70.4% | $4,139-56.2% |
| Admin fee / account holder | $2,730 | $9,341-70.8% | $14,586-81.3% | $7,234-62.3% |