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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 | $6,466 | $91,198-92.9% | $178,503-96.4% | $79,856-91.9% |
| Participation rate | 76.9% | 69.2%+7.7pp | 81.9%-5.0pp | 69.6%+7.3pp |
| Annual return | 11.03% | 24.20%-13.2pp | 151.12%-140.1pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,274 | $3,257-60.9% | $5,011-74.6% | $2,471-48.5% |
| Participant deferral / active EE | $411 | $3,237-87.3% | $5,202-92.1% | $3,741-89.0% |
| Admin fee / account holder | $4,079 | $6,748-39.5% | $13,987-70.8% | $5,306-23.1% |