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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 | $8,842 | $93,598-90.6% | $135,974-93.5% | $75,173-88.2% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 22.30% | 30.89%-8.6pp | 68.30%-46.0pp | 160.72%-138.4pp |
| Employer contribution / active EE | $1,324 | $3,538-62.6% | $4,859-72.8% | $2,671-50.4% |
| Participant deferral / active EE | $2,224 | $6,405-65.3% | $7,760-71.3% | $4,126-46.1% |
| Admin fee / account holder | $445 | $6,978-93.6% | $10,767-95.9% | $5,651-92.1% |