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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 | $6,662 | $86,949-92.3% | $102,460-93.5% | $80,959-91.8% |
| Participation rate | 95.8% | 72.4%+23.4pp | 76.5%+19.3pp | 67.7%+28.2pp |
| Annual return | 17.17% | 18.89%-1.7pp | 29.47%-12.3pp | 35.67%-18.5pp |
| Employer contribution / active EE | $1,199 | $2,370-49.4% | $3,025-60.4% | $2,757-56.5% |
| Participant deferral / active EE | $1,719 | $4,121-58.3% | $5,056-66.0% | $4,300-60.0% |
| Admin fee / account holder | $338 | $8,048-95.8% | $9,460-96.4% | $6,925-95.1% |