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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 | $106,524-94.1% | $152,301-95.9% | $87,485-92.8% |
| Participation rate | 92.3% | 75.8%+16.6pp | 82.4%+9.9pp | 68.9%+23.4pp |
| Annual return | 18.31% | 26.89%-8.6pp | 80.50%-62.2pp | 26.06%-7.8pp |
| Employer contribution / active EE | $1,452 | $3,371-56.9% | $4,624-68.6% | $2,596-44.1% |
| Participant deferral / active EE | $878 | $6,525-86.5% | $8,004-89.0% | $4,274-79.4% |
| Admin fee / account holder | $1,684 | $8,287-79.7% | $14,398-88.3% | $7,775-78.3% |