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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 | $106,749-93.9% | $145,433-95.5% | $82,448-92.1% |
| Participation rate | 95.1% | 75.6%+19.4pp | 82.1%+12.9pp | 68.1%+27.0pp |
| Annual return | 15.31% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $940 | $3,444-72.7% | $4,554-79.4% | $2,551-63.1% |
| Participant deferral / active EE | $1,622 | $6,519-75.1% | $7,897-79.5% | $4,139-60.8% |
| Admin fee / account holder | $1,129 | $8,390-86.5% | $13,129-91.4% | $7,234-84.4% |