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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 | $6,474 | $106,524-93.9% | $152,301-95.7% | $87,485-92.6% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.4%+12.6pp | 68.9%+26.1pp |
| Annual return | 15.31% | 26.89%-11.6pp | 80.50%-65.2pp | 26.06%-10.7pp |
| Employer contribution / active EE | $940 | $3,371-72.1% | $4,624-79.7% | $2,596-63.8% |
| Participant deferral / active EE | $1,622 | $6,525-75.1% | $8,004-79.7% | $4,274-62.0% |
| Admin fee / account holder | $1,129 | $8,287-86.4% | $14,398-92.2% | $7,775-85.5% |