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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 | $6,929 | $107,421-93.5% | $182,262-96.2% | $94,015-92.6% |
| Participation rate | 97.6% | 77.8%+19.8pp | 84.2%+13.3pp | 70.8%+26.7pp |
| Annual return | 19.48% | 21.32%-1.8pp | 140.60%-121.1pp | 17.84%+1.6pp |
| Employer contribution / active EE | $1,685 | $3,448-51.1% | $5,046-66.6% | $2,790-39.6% |
| Participant deferral / active EE | $2,131 | $6,558-67.5% | $8,276-74.3% | $4,249-49.9% |
| Admin fee / account holder | $916 | $8,692-89.5% | $16,712-94.5% | $8,951-89.8% |