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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 | $6,259 | $106,749-94.1% | $145,433-95.7% | $82,448-92.4% |
| Participation rate | 92.3% | 75.6%+16.7pp | 82.1%+10.2pp | 68.1%+24.2pp |
| Annual return | 18.31% | 27.59%-9.3pp | 66.58%-48.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,452 | $3,444-57.8% | $4,554-68.1% | $2,551-43.1% |
| Participant deferral / active EE | $878 | $6,519-86.5% | $7,897-88.9% | $4,139-78.8% |
| Admin fee / account holder | $1,684 | $8,390-79.9% | $13,129-87.2% | $7,234-76.7% |