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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 | $7,594 | $86,949-91.3% | $102,460-92.6% | $80,959-90.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 13.49% | 18.89%-5.4pp | 29.47%-16.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $944 | $2,370-60.1% | $3,025-68.8% | $2,757-65.7% |
| Participant deferral / active EE | $1,804 | $4,121-56.2% | $5,056-64.3% | $4,300-58.1% |
| Admin fee / account holder | $632 | $8,048-92.1% | $9,460-93.3% | $6,925-90.9% |