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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 | $6,315 | $106,974-94.1% | $90,796-93.0% | $138,895-95.5% |
| Participation rate | 76.2% | 74.9%+1.3pp | 69.5%+6.7pp | 79.9%-3.7pp |
| Annual return | 22.08% | 20.10%+2.0pp | 19.29%+2.8pp | 145.39%-123.3pp |
| Employer contribution / active EE | $497 | $2,609-80.9% | $2,294-78.3% | $4,194-88.1% |
| Participant deferral / active EE | $727 | $4,455-83.7% | $3,822-81.0% | $6,396-88.6% |
| Admin fee / account holder | $1,145 | $8,626-86.7% | $7,024-83.7% | $12,562-90.9% |